Naman Capital Ltda 13F holdings

Naman Capital Ltda reported 9 positions with a total reported value of $323.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: SPY STATE STR SPDR S&P 500 ETF T (57.2%), ISHARES INC (14.2%), UGP ULTRAPAR PARTICIPACOES SA (11.4%), GOOGL ALPHABET INC (7.1%), VANECK ETF TRUST (3.4%). Against 2026-03-31 it opened 1 new position and exited 2. 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

9 largest of 9 positions · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
SPY STATE STR SPDR S&P 500 ETF T	247,568	$184.9M	57.2%
ISHARES INC	522,768	$45.7M	14.2%
UGP ULTRAPAR PARTICIPACOES SA	7,330,544	$36.8M	11.4%
GOOGL ALPHABET INC	64,960	$23.1M	7.1%
VANECK ETF TRUST	16,857	$11.1M	3.4%
V VISA INC	30,212	$10.4M	3.2%
MSFT MICROSOFT CORP	20,675	$7.7M	2.4%
SUZ SUZANO S A	344,547	$2.7M	0.8%
CSANY COSAN S A	271,941	$783.2K	0.2%

SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
VANECK ETF TRUST	16,857	$11.1M	3.4%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31

Holding	Shares 2026-03-31	Reported value	% of portfolio then
IVZ INVESCO EXCHANGE TRADED FD T	427,975	$82.1M	22.8%
BRK-B BERKSHIRE HATHAWAY INC DEL	23,187	$18.3M	5.1%

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
SPY STATE STR SPDR S&P 500 ETF T	182,445	247,568	+35.7%	$184.9M

Decreases

Holding	Shares 2026-03-31	Shares 2026-06-30	Change	Reported value
UGP ULTRAPAR PARTICIPACOES SA	12,727,222	7,330,544	-42.4%	$36.8M

CIK 1946136 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

More 13F data

Largest 13F filers Fund moves on the desk

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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