Sharp Capital Gestora de Recursos Ltda.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Sharp Capital Gestora de Recursos Ltda. reported 4 stock positions worth $244.3 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 55.8% of the portfolio, followed by XP Class A (XP, 22.5%) and MercadoLibre (MELI, 13.5%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 2 and reduced 1. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +5%) and the biggest sale MercadoLibre (MELI, shares −16%).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0001818890
Portfolio Value
$244.3M (Q1 2024)
SEC Filing
0000899140-24-000589 ↗ filed May 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $244.3M $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 Q2 2026

Holdings 4 stocks · $244.3M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 55.76% 11,419,299 $136.2M Add +5.0%
XP XP Inc. Class A 22.50% 2,142,183 $55.0M Add +9.8%
MELI MercadoLibre Inc. 13.53% 21,862 $33.1M Reduce -15.9%
INTR Inter & Co. Inc. Class A 8.21% 3,514,635 $20.1M New
Other holdings (1): bonds, preferreds, convertibles and warrants · $423K (not counted above)
SecurityClassShares / PrincipalValueChange
AMBWQ Ambipar Emergency Respons-28 *W EXP 03/03/202 1,075,000$423KNo change

Total filed on the 13F, all lines: $244.7M.

Portfolio Sells Q4 2023 → Q1 2024
MELI MercadoLibre Inc. Reduce -15.9% 13.53% −7.47
STNE Stoneco Ltd. Class A Sold out 0.00% −6.26

Portfolio Buys Q4 2023 → Q1 2024
NU Nu Holdings Ltd./Cayman Isl-A Add +5.0% 55.76% +9.17
INTR Inter & Co. Inc. Class A New 8.21% +8.21
XP XP Inc. Class A Add +9.8% 22.50% −3.64

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