Naman Capital Ltda

Sao Paulo, D5 · CIK 1946136 · 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.

Legal entityNaman Capital LTDA. (BR)

Others nearbySão Paulo

$323.1m reported value -10.2% vs Q1 2026

11positions

99.8%in top 10

1 new 1 added 1 reduced 3 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Kosmin Fund Ltd – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	247,568	$184.9m57.22%	57.22%	Added +65.1k	+65,123 35.7%
2	ULTRAPAR PARTICIPACOES SA SP ADR REP COM UGP	UGP	7,330,544	$36.8m11.39%	11.39%	Reduced -5.4m	-5,396,678 -42.4%
3	ISHARES INC MSCI EURZONE ETF EZU	EZU	451,750	$31.4m9.71%	9.71%	Unchanged
4	ISHARES INC MSCI STH KOR ETF EWY	EWY	71,018	$14.3m4.44%	4.44%	Unchanged
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	34,200	$12.2m3.78%	3.78%	Unchanged
6	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	16,857	$11.1m3.42%	3.42%	New
7	ALPHABET INC CAP STK CL C GOOG	GOOG	30,760	$10.9m3.36%	3.36%	Unchanged
8	VISA INC COM CL A V	V	30,212	$10.4m3.21%	3.21%	Unchanged
9	MICROSOFT CORP COM MSFT	MSFT	20,675	$7.7m2.39%	2.39%	Unchanged
10	SUZANO S A SPON ADS SUZ	SUZ	344,547	$2.7m0.83%	0.83%	Unchanged
11	COSAN S A ADS CSANY	CSANY	271,941	$783.2k0.24%	0.24%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO EXCHANGE TRADED FD T RSP	RSP	427,975	$82.1m428.0k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	23,177	$11.1m23.2k shares
BERKSHIRE HATHAWAY INC DEL BRK.A	BRK.A	10	$7.2m10 shares