Naman Capital Ltda
Net buyer this quarter
$323M
9
+$14.3M
85.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $185M | 57.22% | Not reported | +35.7% | Q1 2024 |
 UGP | $36.8M | 11.39% | 0.69% | -42.4% | Q4 2020 |
 GOOGL | $12.2M | 3.78% | 0.00% | Not reported | Q2 2024 |
 SMH | $11.1M | 3.42% | Not reported | New | Q2 2026 |
| GOOG | $10.9M | 3.36% | Not reported | Not reported | Q2 2020 |
 V | $10.4M | 3.21% | 0.00% | Not reported | Q2 2025 |
 MSFT | $7.71M | 2.39% | 0.00% | Not reported | Q1 2020 |
 SUZ | $2.67M | 0.83% | 0.03% | Not reported | Q3 2022 |
| CSAN | $783K | 0.24% | 0.01% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| SPY | $119M | 32.98% | Not reported | -5.4% | Q1 2024 |
| UGP | $63.7M | 17.70% | 1.19% | -7.0% | Q4 2020 |
 BRK.B | $11.1M | 3.09% | Not reported | -25.7% | Q4 2018 |
| GOOGL | $9.83M | 2.73% | 0.00% | Not reported | Q2 2024 |
| V | $9.13M | 2.54% | 0.00% | +196.2% | Q2 2025 |
| GOOG | $8.82M | 2.45% | Not reported | Not reported | Q2 2020 |
| MSFT | $7.65M | 2.13% | 0.00% | Not reported | Q1 2020 |
| BRK.A | $7.18M | 2.00% | Not reported | Not reported | Q4 2018 |
| SUZ | $3.45M | 0.96% | 0.03% | Not reported | Q3 2022 |
| CSAN | $1.12M | 0.31% | 0.01% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| SPY | $132M | 36.99% | Not reported | +11.5% | Q1 2024 |
| UGP | $51.6M | 14.51% | 1.28% | -2.8% | Q4 2020 |
| BRK.B | $15.7M | 4.41% | Not reported | Not reported | Q4 2018 |
| GOOGL | $10.7M | 3.01% | 0.00% | Not reported | Q2 2024 |
| MSFT | $10M | 2.81% | 0.00% | -16.6% | Q1 2020 |
| GOOG | $9.65M | 2.71% | Not reported | -23.1% | Q2 2020 |
| BRK.A | $7.55M | 2.12% | Not reported | Not reported | Q4 2018 |
| V | $3.58M | 1.01% | 0.00% | Not reported | Q2 2025 |
| SUZ | $3.22M | 0.91% | 0.03% | Not reported | Q3 2022 |
| CSAN | $1.07M | 0.30% | 0.01% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| SPY | $115M | 32.34% | Not reported | +22.0% | Q1 2024 |
| UGP | $57.7M | 16.20% | 1.30% | Not reported | Q4 2020 |
| BRK.B | $15.7M | 4.40% | Not reported | Not reported | Q4 2018 |
| MSFT | $12.8M | 3.61% | 0.00% | Not reported | Q1 2020 |
| GOOG | $9.74M | 2.73% | Not reported | Not reported | Q2 2020 |
| GOOGL | $8.31M | 2.33% | 0.00% | Not reported | Q2 2024 |
| BRK.A | $7.54M | 2.12% | Not reported | Not reported | Q4 2018 |
| V | $3.48M | 0.98% | 0.00% | Not reported | Q2 2025 |
| SUZ | $3.24M | 0.91% | 0.03% | Not reported | Q3 2022 |
| CSAN | $1.25M | 0.35% | 0.01% | Not reported | Q4 2024 |