Holders — by stockHoldings — by fund
Naman Capital Ltda
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1946136
$323.1M
disclosed book value
11
positions
57.2%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 247,568 | $184.9M | 57.2% |
| 2 | UGPULTRAPAR PARTICIPACOES SA | 7.3M | $36.8M | 11.4% |
| 3 | EZUISHARES INC | 451,750 | $31.4M | 9.7% |
| 4 | EWYISHARES INC | 71,018 | $14.3M | 4.4% |
| 5 | GOOGLALPHABET INC | 34,200 | $12.2M | 3.8% |
| 6 | SMHVANECK ETF TRUST | 16,857 | $11.1M | 3.4% |
| 7 | GOOGALPHABET INC | 30,760 | $10.9M | 3.4% |
| 8 | VVISA INC | 30,212 | $10.4M | 3.2% |
| 9 | MSFTMICROSOFT CORP | 20,675 | $7.7M | 2.4% |
| 10 | SUZSUZANO S A | 344,547 | $2.7M | 0.8% |
| 11 | CSANCOSAN S A | 271,941 | $783,190 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.