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Naman Capital Ltda

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13F filer, CIK 1946136, Sao Paulo, Brazil

Naman Capital Ltda reported $359,804,023 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 96.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-003178

Period
2026-03-31
Reported value
$360M
Holdings
13
Top 10 weight
96.73%
New
1
Sold out
0

Part of the filer group Naman Capital Ltda

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EWYnew+71,018$8.74M
Vadded+20,012$6.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-10,432-$6.78M
UGPreduced-960,757-$4.81M
BRK-Breduced-8,023-$3.84M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000919574-26-003178, largest first. % of portfolio is the value over $359,804,023, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,400 shares; 2024Q4: 48,837 shares; 2025Q1: 68,191 shares; 2025Q2: 141,721 shares; 2025Q3: 172,944 shares; 2025Q4: 192,877 shares; 2026Q1: 182,445 shares 182,445$119M32.98%-10,432Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,850 shares; 2024Q4: 233,316 shares; 2025Q1: 558,556 shares; 2025Q2: 490,199 shares; 2025Q3: 491,699 shares; 2025Q4: 427,975 shares; 2026Q1: 427,975 shares 427,975$82.1M22.83%0Timeline
UGPULTRAPAR PARTICIPACOES SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,079,999 shares; 2024Q4: 14,079,999 shares; 2025Q1: 14,079,999 shares; 2025Q2: 14,079,999 shares; 2025Q3: 14,079,999 shares; 2025Q4: 13,687,979 shares; 2026Q1: 12,727,222 shares 12,727,222$63.7M17.7%-960,757Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451,750 shares; 2025Q2: 451,750 shares; 2025Q3: 451,750 shares; 2025Q4: 451,750 shares; 2026Q1: 451,750 shares 451,750$28.3M7.86%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 31,200 shares; 2026Q1: 23,177 shares 23,177$11.1M3.09%-8,023Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,800 shares; 2024Q4: 16,800 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 34,200 shares; 2026Q1: 34,200 shares 34,200$9.83M2.73%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 30,212 shares 30,212$9.13M2.54%+20,012Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 30,760 shares; 2026Q1: 30,760 shares 30,760$8.82M2.45%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,018 shares 71,018$8.74M2.43%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,600 shares; 2024Q4: 24,800 shares; 2025Q1: 24,800 shares; 2025Q2: 24,800 shares; 2025Q3: 24,800 shares; 2025Q4: 20,675 shares; 2026Q1: 20,675 shares 20,675$7.65M2.13%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$7.18M2%0Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,547 shares; 2024Q4: 344,547 shares; 2025Q1: 344,547 shares; 2025Q2: 344,547 shares; 2025Q3: 344,547 shares; 2025Q4: 344,547 shares; 2026Q1: 344,547 shares 344,547$3.45M0.96%0Timeline
CSANYCOSAN S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,941 shares; 2025Q1: 271,941 shares; 2025Q2: 271,941 shares; 2025Q3: 271,941 shares; 2025Q4: 271,941 shares; 2026Q1: 271,941 shares 271,941$1.12M0.31%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-003178 base2026-05-15acceptance time not in the bulk data set