Q1 2026 · 13F-HR
Sharp Capital Gestora de Recursos Ltda.holdings as filed
Filed 2026-05-15 · accession 0000899140-26-000542
$192.0M
Reported value
7
Positions
2026-03-31
Period end
The Brief · Sharp Capital Gestora de Recursos Ltda. · Q1 2026
AI · grounded in 13F
Sharp Capital Gestora de Recursos Ltda. established a new position in MELI valued at $37.2M. The fund also increased its holdings in STONECO LTD by 13.86% and INTER & CO INC by 7.77%. Conversely, the fund trimmed its position in EWQ by 1.29%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $95.4M | 49.7% | 6,648,600 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $37.2M | 19.4% | 21,555 | Common | SOLE |
| G4R20B107 | INTR | INTER & CO INC | $29.8M | 15.5% | 3,752,622 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $24.7M | 12.9% | 1,751,289 | Common | SOLE |
| 464286707 | EWQ | ISHARES INC | $4.0M | 2.06% | 91,451 | Common | SOLE |
| 464289131 | EWZS | ISHARES TR | $808,344 | 0.42% | 591,400 | CALL | SOLE |
| G02532110 | AMBWQ | AMBIPAR EMERGENCY RESPONSE | $215 | 0.00% | 1,075,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.