Naman Capital Ltda: 13F holdings
CIK 19461362026Q2
| Positions | 11 |
|---|
| Reported value | $323.1m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 11 (-2 vs prior quarter) |
|---|
| Reported value | $323.1m (-10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 247,568 | $184.9m | 57.2% |
| UGP ULTRAPAR PARTICIPACOES SA | 7,330,544 | $36.8m | 11.4% |
| EZU ISHARES INC | 451,750 | $31.4m | 9.7% |
| EWY ISHARES INC | 71,018 | $14.3m | 4.4% |
| GOOGL ALPHABET INC | 34,200 | $12.2m | 3.8% |
| SMH VANECK ETF TRUST | 16,857 | $11.1m | 3.4% |
| GOOG ALPHABET INC | 30,760 | $10.9m | 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% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1946136")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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