Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Naman Capital Ltda (CIK 1946136) reported $323.1M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($184.9M, 57.22%), UGP ($36.8M, 11.39%), EZU ($31.4M, 9.71%), EWY ($14.3M, 4.44%), GOOGL ($12.2M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $184.9M | 57.22% | 247,568 | Added |
| 2 | UGP | ULTRAPAR PARTICIPACOES SA | $36.8M | 11.39% | 7.3M | Trimmed |
| 3 | EZU | ISHARES INC | $31.4M | 9.71% | 451,750 | Hold |
| 4 | EWY | ISHARES INC | $14.3M | 4.44% | 71,018 | Hold |
| 5 | GOOGL | ALPHABET INC | $12.2M | 3.78% | 34,200 | Hold |
| 6 | SMH | VANECK ETF TRUST | $11.1M | 3.42% | 16,857 | New |
| 7 | GOOG | ALPHABET INC | $10.9M | 3.36% | 30,760 | Hold |
| 8 | V | VISA INC | $10.4M | 3.21% | 30,212 | Hold |
| 9 | MSFT | MICROSOFT CORP | $7.7M | 2.39% | 20,675 | Hold |
| 10 | SUZ | SUZANO S A | $2.7M | 0.83% | 344,547 | Hold |
| 11 | CSAN | COSAN S A | $783,190 | 0.24% | 271,941 | Hold |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30