Naman Capital Ltda reported 6 positions worth $80.64M for the quarter ended Jun 30, 2026, down 33.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 2. Its largest holding is Ultrapar Holdings Inc at 45.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UGP Ultrapar Holdings Inc | Energy | 7.33M | $36.80M | 45.63% | -5.40M | -42.4% | Reduced | 0.68% |
| 2 | GOOGL Alphabet Inc. | Technology | 34.2K | $12.22M | 15.16% | 0 | 0.0% | Unchanged | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 30.8K | $10.87M | 13.48% | 0 | 0.0% | Unchanged | 0% |
| 4 | V Visa Inc. | Financial Services | 30.2K | $10.37M | 12.85% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 20.7K | $7.71M | 9.56% | 0 | 0.0% | Unchanged | 0% |
| 6 | SUZ Suzano S.A. | Basic Materials | 344.5K | $2.67M | 3.32% | 0 | 0.0% | Unchanged | 0.03% |
Tip. Select a row to see that position’s full history at Naman Capital Ltda.
As of its Q2 2026 13F filing, Naman Capital Ltda’s five largest positions were Ultrapar Holdings Inc (UGP) at 45.6%, Alphabet Inc. (GOOGL) at 15.2%, Alphabet Inc. (GOOG) at 13.5%, Visa Inc. (V) at 12.9%, Microsoft Corp (MSFT) at 9.6% of the reported portfolio.
Naman Capital Ltda reported a 13F portfolio worth $80.64M across 6 positions for Q2 2026. That is down 33.3% from the previous quarter.
Its largest sales by value were Ultrapar Holdings Inc ($27.09M), Berkshire Hathaway Inc ($11.11M), Berkshire Hathaway Inc ($7.18M). It exited 2 positions entirely.
From the Form 13F-HR reports Naman Capital Ltda files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.