Capital Research Global Investors
Position in PAX — Patria Investments Ltd
CIK 1422848
Los Angeles, CA
Position in PAX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$85,551,855
-$21,836,118 QoQ
Shares Held
7,791,608
-8.6% QoQ
Ownership
4.83%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 146 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Research Global Investors holds $10,733,506,094 across 9 Asset Management names. PAX ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,458,212 | $4,286,838,330 | |
| 2 | APO |
Apollo Global Management, Inc.
|
23,972,610 | $2,836,199,489 | |
| 3 | BX |
Blackstone Inc.
|
13,195,066 | $1,552,663,416 | |
| 4 | KKR |
KKR & Co. Inc.
|
14,708,910 | $1,349,983,759 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
43,196,688 | $377,971,020 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
3,734,786 | $159,064,535 | |
| 7 | PAX |
Patria Investments Ltd
This page
|
7,791,608 | $85,551,855 | |
| 8 | STEP |
StepStone Group Inc.
|
1,231,923 | $50,952,335 |
All Filings in PAX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,551,855 | 7,791,608 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $85,551,855 | 7,791,608 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $107,387,973 | 8,522,855 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $145,903,378 | 9,182,088 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $134,478,307 | 9,210,843 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $136,689,956 | 9,721,903 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $110,578,301 | 9,794,358 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $117,031,108 | 10,062,864 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $122,074,941 | 10,928,822 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $122,420,927 | 10,150,989 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $159,660,784 | 10,758,813 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $166,869,189 | 10,758,813 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $156,863,493 | 10,758,813 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $153,851,025 | 10,758,813 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $160,571,401 | 10,849,419 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $151,132,406 | 10,849,419 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $140,186,088 | 10,742,229 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $129,180,287 | 9,771,580 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $174,031,839 | 9,771,580 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $81,349,596 | 5,021,580 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $80,369,401 | 4,921,580 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||