Naman Capital Ltda
Naman Capital Ltda reported 11 positions worth $323.1M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPY (57.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $184.9M | 57.22% | 247,568 | — | — | |
| ▸ 2 | UGP | SH | $36.8M | 11.39% | 7,330,544 | — | — | |
| ▸ 3 | EZU | SH | $31.4M | 9.71% | 451,750 | — | — | |
| ▸ 4 | EWY | SH | $14.3M | 4.44% | 71,018 | — | — | |
| ▸ 5 | GOOGL | SH | $12.2M | 3.78% | 34,200 | — | — | |
| ▸ 6 | SMH | SH | $11.1M | 3.42% | 16,857 | — | — | |
| ▸ 7 | GOOG | SH | $10.9M | 3.36% | 30,760 | — | — | |
| ▸ 8 | V | SH | $10.4M | 3.21% | 30,212 | — | — | |
| ▸ 9 | MSFT | SH | $7.7M | 2.39% | 20,675 | — | — | |
| ▸ 10 | SUZ | SH | $2.7M | 0.83% | 344,547 | — | — |
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Frequently Asked Questions
What stocks does Naman Capital Ltda hold as of Q2 2026?
Naman Capital Ltda reported 11 positions worth $323.1M in its Q2 2026 13F filing. Largest positions: SPY (57.2%), UGP (11.4%), EZU (9.7%), EWY (4.4%) and GOOGL (3.8%).
What did Naman Capital Ltda buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Naman Capital Ltda sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.