Naman Capital Ltda 13F Holdings · Q2 2026
Naman Capital Ltda reported 11 securities worth $323.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (57.22%), UGP (11.39%), EZU (9.71%). Among its top 25 positions this quarter: 1 new, 1 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $184.9M | 57.22% | 247,568 | Added |
| 2 | UGP | ULTRAPAR PARTICIPACOES SA | $36.8M | 11.39% | 7.3M | Trimmed |
| 3 | EZU | ISHARES INC | $31.4M | 9.71% | 451,750 | Hold |
| 4 | EWY | ISHARES INC | $14.3M | 4.44% | 71,018 | Hold |
| 5 | GOOGL | ALPHABET INC | $12.2M | 3.78% | 34,200 | Hold |
| 6 | SMH | VANECK ETF TRUST | $11.1M | 3.42% | 16,857 | New |
| 7 | GOOG | ALPHABET INC | $10.9M | 3.36% | 30,760 | Hold |
| 8 | V | VISA INC | $10.4M | 3.21% | 30,212 | Hold |
| 9 | MSFT | MICROSOFT CORP | $7.7M | 2.39% | 20,675 | Hold |
| 10 | SUZ | SUZANO S A | $2.7M | 0.83% | 344,547 | Hold |
| 11 | CSAN | COSAN S A | $783,190 | 0.24% | 271,941 | Hold |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR