Naman Capital Ltda Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$307.7B
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RSPINVESCO EXCHANGE TRADED FD T | 490,199 | $89.1B | 28.95% | |
| 2 | SPYSPDR S&P 500 ETF TR | 141,721 | $87.6B | 28.45% | |
| 3 | UGRULTRAPAR PARTICIPACOES SA | 14,079,999 | $46.2B | 15.01% | |
| 4 | EZUISHARES INC | 451,750 | $26.9B | 8.73% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,200 | $15.2B | 4.93% | |
| 6 | MSFTMICROSOFT CORP | 24,800 | $12.3B | 4.01% | |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.3B | 2.37% | |
| 8 | GOOGALPHABET INC | 40,000 | $7.1B | 2.31% | |
| 9 | GOOGLALPHABET INC | 34,200 | $6.0B | 1.96% | |
| 10 | VVISA INC | 10,200 | $3.6B | 1.18% | |
| 11 | SUZSUZANO S A | 344,547 | $3.2B | 1.05% | |
| 12 | WALDWALDENCAST PLC | 776,722 | $1.9B | 0.62% | |
| 13 | CSANCOSAN S A | 271,941 | $1.4B | 0.45% |