Sharp Capital Gestora de Recursos Ltda. 13F holdings
Sharp Capital Gestora de Recursos Ltda. reported 6 positions with a total reported value of $144.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: NU NU HLDGS LTD (62.3%), MELI MERCADOLIBRE INC (24.2%), INTR INTER & CO INC (6.0%), STNE STONECO LTD (5.0%), ISHARES INC (2.6%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
6 largest of 6 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NU NU HLDGS LTD | 6,714,484 | $89.7M | 62.3% |
| MELI MERCADOLIBRE INC | 20,532 | $34.9M | 24.2% |
| INTR INTER & CO INC | 1,580,810 | $8.6M | 6.0% |
| STNE STONECO LTD | 662,681 | $7.2M | 5.0% |
| ISHARES INC | 82,694 | $3.8M | 2.6% |
| AMBIQ AMBIPAR EMERGENCY RESPONSE | 1,075,000 | $968 | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NU NU HLDGS LTD | 6,648,600 | 6,714,484 | +1.0% | $89.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| STNE STONECO LTD | 1,751,289 | 662,681 | -62.2% | $7.2M |
| INTR INTER & CO INC | 3,752,622 | 1,580,810 | -57.9% | $8.6M |
| MELI MERCADOLIBRE INC | 21,555 | 20,532 | -4.7% | $34.9M |
| ISHARES INC | 91,451 | 82,694 | -9.6% | $3.8M |
CIK 1818890 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
