Naman Capital Ltda reported 19 holdings worth US$323M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Naman Capital Ltda reported 19 holdings worth US$323M as of Jun 30, 2026. Largest: Ultrapar Participacoes S.a., Alphabet Inc (google) Class C and Visa Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$323M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ultrapar Participacoes S.a. | 7.33M | US$36.8M | 11.4% |
| Alphabet Inc (google) Class C | 64,612 | US$23.1M | 7.1% |
| Visa Inc. | 30,212 | US$10.4M | 3.2% |
| Microsoft Corp. | 20,675 | US$7.71M | 2.4% |
| Suzano S.a. | 345K | US$2.67M | 0.83% |
| Cosan S.a. | 272K | US$783K | 0.24% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |