Sharp Capital Gestora de Recursos Ltda.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Sharp Capital Gestora de Recursos Ltda. reported 3 stock positions worth $117.8 million. Its top holding was Stoneco Class A (STNE) at 35.3% of the portfolio, followed by XP Class A (XP, 33.7%) and Nu Holdings Ltd./Cayman Isl-A (NU, 31.0%). Compared with Q2 2024, it sold out of 2, added to 1 and reduced 2. The biggest buy was Stoneco Class A (STNE, shares +91%) and the biggest sale an exit from MercadoLibre (MELI).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0001818890
Portfolio Value
$117.8M (Q3 2024)
SEC Filing
0000899140-24-001196 ↗ filed Nov 13, 2024

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 $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 3 stocks · $117.8M
STNE Stoneco Ltd. Class A 35.30% 3,694,352 $41.6M Add +91.0%
XP XP Inc. Class A 33.66% 2,210,874 $39.7M Reduce -2.0%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 31.04% 2,679,314 $36.6M Reduce -59.4%
Other holdings (1): bonds, preferreds, convertibles and warrants · $349K (not counted above)
SecurityClassShares / PrincipalValueChange
AMBWQ Ambipar Emergency Respons-28 *W EXP 03/03/202 1,075,000$349KNo change

Total filed on the 13F, all lines: $118.2M.

Portfolio Sells Q2 2024 → Q3 2024
MELI MercadoLibre Inc. Sold out 0.00% −14.75
NU Nu Holdings Ltd./Cayman Isl-A Reduce -59.4% 31.04% −13.89
INTR Inter & Co. Inc. Class A Sold out 0.00% −7.08
XP XP Inc. Class A Reduce -2.0% 33.66% +12.68

Portfolio Buys Q2 2024 → Q3 2024
STNE Stoneco Ltd. Class A Add +91.0% 35.30% +23.05

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