Naman Capital Ltda
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR(SPY) | 141,721 | 172,944 | +31,223 | 87,562,320 | 115,211,834 | 32.34% | +27,649,514 |
| ULTRAPAR PARTICIPACOES SA(UGP) | 14,079,999 | 14,079,999 | 0 | 46,182,397 | 57,727,996 | 16.20% | +11,545,599 |
| INVESCO EXCHANGE TRADED FD T | 490,199 | 491,699 | +1,500 | 89,088,766 | 93,275,300 | 26.18% | +4,186,534 |
| ALPHABET INC(GOOG) | 40,000 | 40,000 | 0 | 7,095,600 | 9,742,000 | 2.73% | +2,646,400 |
| ALPHABET INC(GOOG) | 34,200 | 34,200 | 0 | 6,027,066 | 8,314,020 | 2.33% | +2,286,954 |
| ISHARES INC | 451,750 | 451,750 | 0 | 26,856,538 | 27,981,395 | 7.85% | +1,124,857 |
| BERKSHIRE HATHAWAY INC DEL | 31,200 | 31,200 | 0 | 15,156,024 | 15,685,488 | 4.40% | +529,464 |
| MICROSOFT CORP(MSFT) | 24,800 | 24,800 | 0 | 12,335,768 | 12,845,160 | 3.61% | +509,392 |
| BERKSHIRE HATHAWAY INC DEL | 10 | 10 | 0 | 7,288,000 | 7,542,000 | 2.12% | +254,000 |
| SUZANO S A(SUZ) | 344,547 | 344,547 | 0 | 3,242,187 | 3,238,742 | 0.91% | -3,445 |
| COSAN S A(CSAN) | 271,941 | 271,941 | 0 | 1,373,302 | 1,250,929 | 0.35% | -122,373 |
| VISA INC(V) | 10,200 | 10,200 | 0 | 3,621,510 | 3,482,076 | 0.98% | -139,434 |
| WALDENCAST PLC | 776,722 | 0 | -776,722 | 1,902,969 | 0 | — | -1,902,969 |