NC
Naman Capital Ltda 13F Filings & Institutional Holdings (Q2 2026)
Naman Capital LtdaCIK: 0001946136
Concentrated strategySector-focusedMomentum follower
Total reported value
$323.1M
Reporting period: 2026-06-30 · Number of holdings: 19
Naman Capital Ltda disclosed 19 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $323.1M and a quarterly turnover rate of 64.5%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 64.47
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 22
- Sizing Uniformity
- 82.05
Naman Capital Ltda's disclosed holdings carry a Herfindahl concentration index of 0.357 — mathematically equivalent to about 3 equally-sized positions, well below its 19 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.80), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 29.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 13% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SPY
+35.7% $66.2M
Sold out RSP
Trim UGP
-42.4% -$26.9M
New buy SMH
Sold out BRK-B
Add EWY
0.0% $5.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 11 holdings (of 19 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 57.22% | +24.24% | +35.69% | |
| 2 | UGP | Ultrapar Particpac-spon Adr | Stock-Other | 11.39% | -6.31% | -42.40% | |
| 3 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 9.71% | +1.85% | — | |
| 4 | EWY | Ishares Msci South Korea ETF | ETF-Other | 4.44% | +2.01% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.78% | +1.05% | — | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.42% | +3.42% | NEW | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | +0.91% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.21% | +0.67% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.26% | — | |
| 10 | SUZ | Suzano SA - Spon Adr | Stock-Other | 0.83% | -0.13% | — | |
| 11 | CSAN | Cosan SA -adr | Stock-Other | 0.24% | -0.07% | — |
Portfolio Performance
Performance for Q3 2026
+7%
Performance Last 4 Quarters
+29.9%
- Stdev
- +17.4%
- Beta
- +0.8
- Alpha
- +4.4%
- Max Drawdown
- -17.1%
- Annualized Perf
- +20.7%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.64
- Stutzer
- +0.36
- Treynor
- +0.26
- Sterling
- +1.14
- Calmar
- +1.21
- Information Ratio
- +0.03
- Tracking Error
- +14.3%
- Stdev Down
- +7.7%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +38.7%
- Worst 12 Months
- -17.1%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.17
- Stdev Sectors
- +16.3%
- Skewness
- +1.26
- Kurtosis
- +4.81
- Upside Potential
- +4.09
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 19 | $323.1M | 64 | ||
| 2026 Q1 | 19 | $359.8M | 14 | ||
| 2025 Q4 | 17 | $355.5M | 11 | ||
| 2025 Q3 | 17 | $356.3M | 35 | ||
| 2025 Q2 | 18 | $307.7M | 0 | ||
| 2025 Q1 | 17 | $254.7M | 0 | ||
| 2024 Q4 | 16 | $167.4M | 0 | ||
| 2024 Q3 | 16 | $261.1M | 0 | ||
| 2024 Q2 | 14 | $235.8M | 0 | ||
| 2024 Q1 | 12 | $256.4M | 0 | ||
| 2023 Q4 | 13 | $157.0M | 0 | ||
| 2023 Q3 | 12 | $125.3M | 0 | ||
| 2023 Q2 | 13 | $147.1M | 0 | ||
| 2023 Q1 | 12 | $111.9M | 0 | ||
| 2022 Q4 | 12 | $102.4M | 0 | ||
| 2022 Q3 | 19 | $133.6M | 0 | ||
| 2022 Q2 | 18 | $140.2M | 0 | ||
| 2022 Q1 | 18 | $153.6M | 0 | ||
| 2021 Q4 | 19 | $170.8M | 0 | ||
| 2021 Q3 | 17 | $162.3M | 0 | ||
| 2021 Q2 | 17 | $192.1M | 0 | ||
| 2021 Q1 | 17 | $181.7M | 0 | ||
| 2020 Q4 | 18 | $144.1M | 0 | ||
| 2020 Q3 | 17 | $129.2M | 0 | ||
| 2020 Q2 | 17 | $122.7M | 0 | ||
| 2020 Q1 | 16 | $97.9M | 0 | ||
| 2019 Q4 | 13 | $104.4M | 0 | ||
| 2019 Q3 | 13 | $101.4M | 0 | ||
| 2019 Q2 | 14 | $100.6M | 0 | ||
| 2019 Q1 | 17 | $79.4M | 0 | ||
| 2018 Q4 | 15 | $117.4M | 0 |
Holding changes this quarter
Naman Capital Ltda's most significant position changes for 2026-06-30: Sold out: Invesco S&p 500 Equal Weight (RSP); Sold out: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Vaneck Semiconductor ETF (SMH); Sold out: Berkshire Hathaway Inc-cl A (BRK-A); Add: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares +35.69%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +24.2% | +35.69% | Add |
| 2 | SMH | Vaneck Semiconductor ETF | +3.4% | NEW | New buy |
| 3 | EWY | Ishares Msci South Korea ETF | +2% | — | Unchanged |
| 4 | EZU | Ishares Msci Eurozone ETF | +1.9% | — | Unchanged |
| 5 | GOOGL | Alphabet Inc-cl A | +1.1% | — | Unchanged |
| 6 | GOOG | Alphabet Inc-cl C | +0.9% | — | Unchanged |
| 7 | V | Visa Inc-class A Shares | +0.7% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | +0.3% | — | Unchanged |
| 9 | CSAN | Cosan SA -adr | -0.1% | — | Unchanged |
| 10 | SUZ | Suzano SA - Spon Adr | -0.1% | — | Unchanged |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | -2% | EXIT | Sold out |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -3.1% | EXIT | Sold out |
| 13 | UGP | Ultrapar Particpac-spon Adr | -6.3% | -42.40% | Trim |
| 14 | RSP | Invesco S&p 500 Equal Weight | -22.8% | EXIT | Sold out |
Filing History
FAQ
What is Naman Capital Ltda and what type of investor is it?
Naman Capital Ltda is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $323.1M, spread across 19 disclosed positions.
What are Naman Capital Ltda's largest equity positions?
Based on the latest 13F filing, Naman Capital Ltda's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $184.9M (57.2%)
2. Ultrapar Particpac-spon Adr (UGP) — $36.8M (11.4%)
3. Ishares Msci Eurozone ETF (EZU) — $31.4M (9.7%)
4. Ishares Msci South Korea ETF (EWY) — $14.3M (4.4%)
5. Alphabet Inc-cl A (GOOGL) — $12.2M (3.8%)
What changes did Naman Capital Ltda make in its most recent portfolio filing?
In the latest reported quarter, Naman Capital Ltda made 6 notable position adjustments: 1 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Invesco S&p 500 Equal Weight (RSP); Sold out: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Vaneck Semiconductor ETF (SMH); Sold out: Berkshire Hathaway Inc-cl A (BRK-A); Add: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares +35.69%
What sectors does Naman Capital Ltda focus on?
Naman Capital Ltda is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 56.1%
• Financials: 25.2%
• Information Technology: 18.7%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Naman Capital Ltda returned an annualized 20.7% over the trailing 36 months — outperforming the S&P 500 by 4.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.80 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and fast-trading, with 56.1% of the portfolio concentrated in Communication Services.
Its turnover score has risen from 0 to 64 over the past 4 quarters — a shift toward more active trading.
It has added to its V position for two straight quarters, increasing it by $6.8M to reach $10.4M.
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