Sharp Capital Gestora de Recursos Ltda. reported 4 positions worth $140.32M for the quarter ended Jun 30, 2026, down 25.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 3 and exited 0. Its largest holding is Nu Holdings Ltd. at 63.9% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NU Nu Holdings Ltd. | +65.9K | +1.0% | $880.21K | 63.93% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. | Financial Services | 6.71M | $89.71M | 63.93% | +65.9K | +1.0% | Added | 0.14% |
| 2 | MELI Mercadolibre Inc | Technology | 20.5K | $34.85M | 24.84% | -1,023 | -4.7% | Reduced | 0.04% |
| 3 | INTR Inter & Co, Inc. | Financial Services | 1.58M | $8.58M | 6.12% | -2.17M | -57.9% | Reduced | 0.36% |
| 4 | STNE StoneCo Ltd. | Financial Services | 662.7K | $7.18M | 5.12% | -1.09M | -62.2% | Reduced | 0.25% |
Tip. Select a row to see that position’s full history at Sharp Capital Gestora de Recursos Ltda.
As of its Q2 2026 13F filing, Sharp Capital Gestora de Recursos Ltda.’s five largest positions were Nu Holdings Ltd. (NU) at 63.9%, Mercadolibre Inc (MELI) at 24.8%, Inter & Co, Inc. (INTR) at 6.1%, StoneCo Ltd. (STNE) at 5.1% of the reported portfolio.
Sharp Capital Gestora de Recursos Ltda. reported a 13F portfolio worth $140.32M across 4 positions for Q2 2026. That is down 25.0% from the previous quarter.
Its largest purchases by value were Nu Holdings Ltd. ($880.21K). It opened 0 new positions.
Its largest sales by value were StoneCo Ltd. ($11.80M), Inter & Co, Inc. ($11.79M), Mercadolibre Inc ($1.74M). It exited 0 positions entirely.
From the Form 13F-HR reports Sharp Capital Gestora de Recursos 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.