Sharp Capital Gestora de Recursos Ltda. 13F Holdings · Q2 2026
Sharp Capital Gestora de Recursos Ltda. reported 6 securities worth $144.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NU (62.26%), MELI (24.19%), INTR (5.96%). Among its top 25 positions this quarter: 1 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $89.7M | 62.26% | 6.7M | Added |
| 2 | MELI | MERCADOLIBRE INC | $34.9M | 24.19% | 20,532 | Trimmed |
| 3 | INTR | INTER & CO INC | $8.6M | 5.96% | 1.6M | Trimmed |
| 4 | STNE | STONECO LTD | $7.2M | 4.99% | 662,681 | Trimmed |
| 5 | EWQ | ISHARES INC | $3.8M | 2.61% | 82,694 | Trimmed |
| 6 | AMBWQ | AMBIPAR EMERGENCY RESPONSE | $968 | 0.00% | 1.1M | Hold |
| 7 | EWZS | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR