Fund HoldingsNaman Capital Ltda

Total Portfolio Value
$235.77M
Total Bought
$13.99M
Total Sold
$17.51M
Net Transaction
-$3.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC(GOOG)076,800+76,800013,9895.93%+13,989
SPDR S&P 500 ETF TR(SPY)204,390194,400-9,990101,685105,79644.87%+4,112
ALPHABET INC(GOOG)40,00040,00006,0907,3373.11%+1,246
BERKSHIRE HATHAWAY INC DEL101006,3446,1222.60%-222
SUZANO S A(SUZ)344,547344,54704,4033,5381.50%-865
MICROSOFT CORP(MSFT)45,00036,600-8,40018,93216,3586.94%-2,574
WALDENCAST PLC1,000,000999,000-1,0006,5003,5861.52%-2,914
ORACLE CORP(ORCL)120,00080,000-40,00015,07311,2964.79%-3,777
BERKSHIRE HATHAWAY INC DEL40,00031,200-8,80016,82112,6925.38%-4,129
ULTRAPAR PARTICIPACOES SA(UGP)14,079,99914,079,999080,53855,05323.35%-25,485
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