Naman Capital Ltda

Wealth advisor Mechanical CIK 1946136
League rank
#1856
in Wealth advisor · #4871 overall
Long book
$359.8M
Q1 2026
Positions
13
Top-10 weight
97%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
8%
of book per quarter

Strategy in plain words

auto-generated from filings

Naman Capital Ltda is a wealth-management firm allocating client money, running a $359.8M US long book across 13 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INVESCO S&P 500 EQUAL WEIGHT, ULTRAPAR PARTICPAC-SPON ADR, ISHARES MSCI EUROZONE ETF, BERKSHIRE HATHAWAY INC-CL B.

Over the last 9 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-8.3%
Q2 2024
+3.6%
Q3 2024
-4.9%
Q4 2024
+2.3%
Q1 2025
+6.9%
Q2 2025
+9.7%
Q3 2025
+1.5%
Q4 2025
+3.5%
Q1 2026
+10.3%

Sector allocation

Technology
49%
Financials
34%
Services media
17%

Long book by quarter

$256.4M
Q1 2024
$235.8M
Q2 2024
$261.1M
Q3 2024
$167.4M
Q4 2024
$254.7M
Q1 2025
$307.7M
Q2 2025
$356.3M
Q3 2025
$355.5M
Q4 2025
$359.8M
Q1 2026

What does Naman Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials23.2K$11.1M3.1%-25.7%
GOOGL ALPHABET INC-CL ATechnology34.2K$9.8M2.7%Held
V VISA INC-CLASS A SHARESServices media30.2K$9.1M2.5%+196.2%
GOOG ALPHABET INC-CL CTechnology30.8K$8.8M2.5%Held
MSFT MICROSOFT CORPTechnology20.7K$7.7M2.1%Held
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials10$7.2M2.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202619$359.8M canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTFeb 27, 202617$355.5M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202617$355.5M SEC ↗
Q3 202513F-HRNov 14, 202517$356.3M canonicalSEC ↗
Q2 202513F-HRAug 14, 202518$307.7M canonicalSEC ↗
Q1 202513F-HRMay 15, 202517$254.7M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202516$167.4M canonicalSEC ↗
Q3 202413F-HRNov 14, 202416$261.1M canonicalSEC ↗
Q2 202413F-HRAug 14, 202414$235.8M canonicalSEC ↗
Q1 202413F-HRMay 15, 202412$256.4M canonicalSEC ↗