Sharp Capital Gestora de Recursos Ltda.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Sharp Capital Gestora de Recursos Ltda. reported 2 stock positions worth $40.2 million. Its top holding was Stoneco Class A (STNE) at 58.6% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 41.4%). Compared with Q3 2024, it sold out of 1 and reduced 2. The biggest sale was an exit from XP Class A (XP).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0001818890
Portfolio Value
$40.2M (Q4 2024)
SEC Filing
0000899140-25-000258 ↗ filed Feb 14, 2025

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 $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 2 stocks · $40.2M
STNE Stoneco Ltd. Class A 58.60% 2,958,095 $23.6M Reduce -19.9%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 41.40% 1,607,966 $16.7M Reduce -40.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $312K (not counted above)
SecurityClassShares / PrincipalValueChange
AMBWQ Ambipar Emergency Respons-28 *W EXP 03/03/202 1,075,000$312KNo change

Total filed on the 13F, all lines: $40.5M.

Portfolio Sells Q3 2024 → Q4 2024
XP XP Inc. Class A Sold out 0.00% −33.66
NU Nu Holdings Ltd./Cayman Isl-A Reduce -40.0% 41.40% +10.37
STNE Stoneco Ltd. Class A Reduce -19.9% 58.60% +23.29

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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