Sharp Capital Gestora de Recursos Ltda.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Sharp Capital Gestora de Recursos Ltda. reported 5 stock positions worth $144.1 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 62.3% of the portfolio, followed by MercadoLibre (MELI, 24.2%) and Inter Class A (INTR, 6.0%). Compared with Q1 2026, it added to 1 and reduced 4. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +1%) and the biggest sale Inter Class A (INTR, shares −58%).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0001818890
Portfolio Value
$144.1M (Q2 2026)
SEC Filing
0000899140-26-000814 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $244.3M Q1 2024 Q2 2024: $189.2M Q2 2024 Q3 2024: $117.8M Q3 2024 Q4 2024: $40.2M Q4 2024 Q1 2025: $46.4M Q1 2025 Q2 2025: $99.8M Q2 2025 Q3 2025: $114.6M Q3 2025 Q4 2025: $152.1M Q4 2025 Q1 2026: $191.2M Q1 2026 Q2 2026: $144.1M $144.1M Q2 2026

Holdings 5 stocks · $144.1M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 62.26% 6,714,484 $89.7M Add +1.0%
MELI MercadoLibre Inc. 24.19% 20,532 $34.9M Reduce -4.8%
INTR Inter & Co. Inc. Class A 5.96% 1,580,810 $8.6M Reduce -57.9%
STNE Stoneco Ltd. Class A 4.99% 662,681 $7.2M Reduce -62.2%
EWQ iShares MSCI France ETF 2.61% 82,694 $3.8M Reduce -9.6%
Other holdings (1): bonds, preferreds, convertibles and warrants · $968 (not counted above)
SecurityClassShares / PrincipalValueChange
AMBWQ Ambipar Emergency Respons-28 *W EXP 03/03/202 1,075,000$968No change

Total filed on the 13F, all lines: $144.1M.

Portfolio Sells Q1 2026 → Q2 2026
INTR Inter & Co. Inc. Class A Reduce -57.9% 5.96% −9.65
STNE Stoneco Ltd. Class A Reduce -62.2% 4.99% −7.94
EWQ iShares MSCI France ETF Reduce -9.6% 2.61% +0.53
MELI MercadoLibre Inc. Reduce -4.8% 24.19% +4.71

Portfolio Buys Q1 2026 → Q2 2026
NU Nu Holdings Ltd./Cayman Isl-A Add +1.0% 62.26% +12.34

Options Activity Q1 2026 → Q2 2026
EWZS iShares MSCI Brazil Small-Ca call Sold out 591,400 $808Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$144.1MNU, MELI, INTR, STNE, EWQ
Q1 2026 5$191.2MNU, MELI, INTR, STNE, EWQ
Q4 2025 4$152.1MNU, INTR, STNE, EWQ
Q3 2025 3$114.6MNU, INTR, STNE
Q2 2025 3$99.8MNU, STNE, INTR
Q1 2025 2$46.4MSTNE, NU
Q4 2024 2$40.2MSTNE, NU
Q3 2024 3$117.8MSTNE, XP, NU
Q2 2024 5$189.2MNU, XP, MELI, STNE, INTR
Q1 2024 4$244.3MNU, XP, MELI, INTR