Vault-13

Sharp Capital Gestora de Recursos Ltda.

RIO DE JANEIRO, D5 · CIK 1818890 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$144.1m reported value -24.6% vs Q1 2026
6positions
100.0%in top 10
0 new 1 added 4 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NU HLDGS LTD ORD SHS CL A NU NU 6,714,484 $89.7m62.26% 62.26% AddedShares held: Q3 2025 5.0m, Q4 2025 5.7m, Q1 2026 6.6m, Q2 2026 6.7m +65.9k +65,884 1.0%
2 MERCADOLIBRE INC COM MELI MELI 20,532 $34.9m24.19% 24.19% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 21.6k, Q2 2026 20.5k -1.0k -1,023 -4.8%
3 INTER & CO INC CLASS A COM INTR INTR 1,580,810 $8.6m5.96% 5.96% ReducedShares held: Q3 2025 2.0m, Q4 2025 3.5m, Q1 2026 3.8m, Q2 2026 1.6m -2.2m -2,171,812 -57.9%
4 STONECO LTD COM CL A STNE STNE 662,681 $7.2m4.99% 4.99% ReducedShares held: Q3 2025 902.5k, Q4 2025 1.5m, Q1 2026 1.8m, Q2 2026 662.7k -1.1m -1,088,608 -62.2%
5 ISHARES INC MSCI FRANCE ETF EWQ EWQ 82,694 $3.8m2.61% 2.61% ReducedShares held: Q3 2025 0, Q4 2025 92.6k, Q1 2026 91.5k, Q2 2026 82.7k -8.8k -8,757 -9.6%
6 AMBIPAR EMERGENCY RESPONSE *W EXP 99/99/999 AMBWQ AMBWQ 1,075,000 $9680.00% 0.00% UnchangedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 1.1m