Sharp Capital Gestora de Recursos Ltda.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Sharp Capital Gestora de Recursos Ltda. reported 5 stock positions worth $189.2 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 44.9% of the portfolio, followed by XP Class A (XP, 21.0%) and MercadoLibre (MELI, 14.8%). Compared with Q1 2024, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Stoneco Class A (STNE) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −42%).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0001818890
Portfolio Value
$189.2M (Q2 2024)
SEC Filing
0000899140-24-000829 ↗ filed Aug 12, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $244.3M Q1 2024 Q2 2024: $189.2M $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 5 stocks · $189.2M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 44.93% 6,595,668 $85.0M Reduce -42.2%
XP XP Inc. Class A 20.98% 2,256,875 $39.7M Add +5.3%
MELI MercadoLibre Inc. 14.75% 16,987 $27.9M Reduce -22.3%
STNE Stoneco Ltd. Class A 12.25% 1,933,843 $23.2M New
INTR Inter & Co. Inc. Class A 7.08% 2,179,692 $13.4M Reduce -38.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $210K (not counted above)
SecurityClassShares / PrincipalValueChange
AMBWQ Ambipar Emergency Respons-28 *W EXP 03/03/202 1,075,000$210KNo change

Total filed on the 13F, all lines: $189.4M.

Portfolio Sells Q1 2024 → Q2 2024
NU Nu Holdings Ltd./Cayman Isl-A Reduce -42.2% 44.93% −10.83
INTR Inter & Co. Inc. Class A Reduce -38.0% 7.08% −1.13
MELI MercadoLibre Inc. Reduce -22.3% 14.75% +1.22

Portfolio Buys Q1 2024 → Q2 2024
STNE Stoneco Ltd. Class A New 12.25% +12.25
XP XP Inc. Class A Add +5.3% 20.98% −1.52

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