Q2 2026 13F · SEC CIK 1818890
Sharp Capital Gestora de Recursos Ltda.
Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $144.1M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.2 yrs
Sharp Capital Gestora de Recursos Ltda. is an asset manager that reported 6 positions worth $144.1M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nu Hldgs Ltd (NU, 62.3%), Mercadolibre Inc (MELI, 24.2%), Inter & Co Inc (INTR, 6.0%).
Sharp Capital Gestora de Recursos Ltda. holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NUNu Hldgs Ltd | 62.3% | +1.0% | $89.7M |
| MELIMercadolibre Inc | 24.2% | -4.7% | $34.9M |
| INTRInter & Co Inc | 6.0% | -57.9% | $8.6M |
| STNEStoneco Ltd | 5.0% | -62.2% | $7.2M |
| EWQIshares Inc | 2.6% | -9.6% | $3.8M |
| G02532110Ambipar Emergency Response | 0.0% | +0.0% | $968.00 |
What Sharp Capital Gestora de Recursos Ltda. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- STNE Stoneco Ltd-62.2% shares
- INTR Inter & Co Inc-57.9% shares
- EWQ Ishares Inc-9.6% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- -11.1% /yr
- S&P 500 +9.1%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $144.1M | 6 |
| Q1 2026 | $191.2M | 6 |
| Q4 2025 | $152.1M | 5 |
| Q2 2024 | $189.4M | 6 |
| Q1 2024 | $244.7M | 5 |
| Q4 2023 | $194.9M | 5 |
| Q1 2023 | $123.2M | 8 |
| Q4 2022 | $117.6M | 6 |
| Q3 2022 | $141.9M | 8 |
| Q2 2022 | $167.5M | 10 |
| Q1 2022 | $210.8M | 13 |
| Q4 2021 | $282.3M | 14 |
Questions about Sharp Capital Gestora de Recursos Ltda.'s portfolio
What stocks does Sharp Capital Gestora de Recursos Ltda. own?
Sharp Capital Gestora de Recursos Ltda.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 6 positions worth $144.1M. The largest are Nu Hldgs Ltd (NU) at 62.3%, Mercadolibre Inc (MELI) at 24.2%, Inter & Co Inc (INTR) at 6.0%, Stoneco Ltd (STNE) at 5.0% and Ishares Inc (EWQ) at 2.6%.
What did Sharp Capital Gestora de Recursos Ltda. buy last quarter?
Sharp Capital Gestora de Recursos Ltda. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Sharp Capital Gestora de Recursos Ltda. sell last quarter?
In Q2 2026, Sharp Capital Gestora de Recursos Ltda. Stoneco Ltd (STNE) (-62.2% shares), Inter & Co Inc (INTR) (-57.9% shares) and Ishares Inc (EWQ) (-9.6% shares), compared with its Q1 2026 filing.
When is Sharp Capital Gestora de Recursos Ltda.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Sharp Capital Gestora de Recursos Ltda.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.