Institutional
Sharp Capital Gestora de Recursos Ltda.
CIK 0001818890
$192.0M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $14.49 | 3.21% | 20.25% | 95.28% | $95.4M | 49.71% | — | HELD |
| 2 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | -22.48% | -1.37% | $37.2M | 19.39% | — | HELD |
| 3 | INTR | INTER & CO INC | $5.64 | 4.25% | -12.00% | 83.34% | $29.8M | 15.54% | — | HELD |
| 4 | STNE | STONECO LTD | $11.43 | 4.29% | 10.07% | -70.27% | $24.7M | 12.87% | — | HELD |
| 5 | EWQ | ISHARES INC | $46.47 | 2.11% | 15.43% | 42.24% | $4.0M | 2.06% | — | HELD |
| 6 | EWZS | ISHARES TR | $13.24 | 2.95% | 12.06% | -10.44% | $808K | 0.42% | — | HELD |
| 7 | AMBWQ | AMBIPAR EMERGENCY RESPONSE | — | — | — | — | $215 | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0000899140-26-000542. 13F discloses long positions only — shorts, foreign equities, and options are excluded.