Investor
Naman Capital Ltda
CIK 0001946136 · filed 2026-05-15 · SEC filing
13F book
$359.8M
Positions
13
1 new · 0 sold
Largest name
33.0%
Spdr S&P 500 Etf Tr
Est. mark
$4.26M
Price effect on 12 names still held. Flow $15.7K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 182.4K | $118.7M | 33.0% | −$5.76M | Cut−$12.9M |
| Invesco Exchange Traded Fd T | — | 428K | $82.1M | 22.8% | $154.1K | Held |
| Ultrapar Participacoes Sa | — | 12.7M | $63.7M | 17.7% | $15.7M | Cut$12.1M |
| Ishares Inc | — | 451.8K | $28.3M | 7.9% | −$665.6K | Held |
| Berkshire Hathaway Inc Del | — | 23.2K | $11.1M | 3.1% | −$543.5K | Cut−$4.58M |
| Alphabet Inc | — | 34.2K | $9.83M | 2.7% | −$870K | Held |
| Visa Inc. | V | 30.2K | $9.13M | 2.5% | −$494.4K | Added$5.55M |
| Alphabet Inc | — | 30.8K | $8.82M | 2.5% | −$828.7K | Held |
| Ishares Inc | — | 71K | $8.74M | 2.4% | — | New |
| Microsoft Corp | MSFT | 20.7K | $7.65M | 2.1% | −$2.35M | Held |
| Berkshire Hathaway Inc Del | — | 10 | $7.18M | 2.0% | −$366.6K | Held |
| Suzano S.A. | SUZ | 344.5K | $3.45M | 1.0% | $230.8K | Held |
| Cosan S.A. | CSAN | 271.9K | $1.12M | 0.3% | $46.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.