Naman Capital Ltda
An institutional investment manager in Sao Paulo. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1946136.
- Reported value$323.1m
- Positions11
Holdings: 11 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 19 lines; lines for the same security and option type are added together here.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| State STR SPDR S&P 500 ETF TSPY | TR UNIT | 78462F103 | 185 | 57.2% | 247,568 | Added+65,123 | |
| Ultrapar Participacoes SAUGP | SP ADR REP COM | 90400P101 | 36.8 | 11.4% | 7,330,544 | Reduced−5,396,678 | |
| Ishares Inc | MSCI EURZONE ETF | 464286608 | 31.4 | 9.7% | 451,750 | Unchanged | |
| Ishares Inc | MSCI STH KOR ETF | 464286772 | 14.3 | 4.4% | 71,018 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 12.2 | 3.8% | 34,200 | Unchanged | |
| Vaneck ETF Trust | SEMICONDUCTR ETF | 92189F676 | 11.1 | 3.4% | 16,857 | New+16,857 | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 10.9 | 3.4% | 30,760 | Unchanged | |
| Visa IncV | COM CL A | 92826C839 | 10.4 | 3.2% | 30,212 | Unchanged | |
| Microsoft CorpMSFT | COM | 594918104 | 7.7 | 2.4% | 20,675 | Unchanged | |
| Suzano S aSUZ | SPON ADS | 86959K105 | 2.7 | 0.8% | 344,547 | Unchanged | |
| Cosan S aCSANY | ADS | 22113B103 | 0.8 | 0.2% | 271,941 | Unchanged |
Sold out: 3 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc DelBRK-B | CL B NEW | 084670702 | 0.0 | 0.0% | 0 | Sold out−23,177 | |
| Berkshire Hathaway Inc DelBRK-B | CL A | 084670108 | 0.0 | 0.0% | 0 | Sold out−10 | |
| Invesco Exchange Traded FD T | S&P500 EQL WGT | 46137V357 | 0.0 | 0.0% | 0 | Sold out−427,975 |
Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005114 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.