Sharp Capital Gestora de Recursos Ltda.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Sharp Capital Gestora de Recursos Ltda. reported 5 stock positions worth $191.2 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 49.9% of the portfolio, followed by MercadoLibre (MELI, 19.5%) and Inter Class A (INTR, 15.6%). Compared with Q4 2025, it opened 1 new position, added to 3 and reduced 1. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale iShares MSCI France ETF (EWQ, shares −1%).

Most Recent 13F
Q2 2026
Location
RIO DE JANEIRO, D5
CIK
0001818890
Portfolio Value
$191.2M (Q1 2026)
SEC Filing
0000899140-26-000542 ↗ filed May 15, 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 $191.2M Q1 2026 Q2 2026: $144.1M Q2 2026

Holdings 5 stocks · $191.2M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 49.92% 6,648,600 $95.4M Add +16.3%
MELI MercadoLibre Inc. 19.47% 21,555 $37.2M New
INTR Inter & Co. Inc. Class A 15.61% 3,752,622 $29.8M Add +7.8%
STNE Stoneco Ltd. Class A 12.92% 1,751,289 $24.7M Add +13.9%
EWQ iShares MSCI France ETF 2.07% 91,451 $4.0M Reduce -1.3%

Options reported separately and not counted above: EWZS calls ($808K).

Other holdings (1): bonds, preferreds, convertibles and warrants · $215 (not counted above)
SecurityClassShares / PrincipalValueChange
AMBWQ Ambipar Emergency Respons-28 *W EXP 03/03/202 1,075,000$215No change

Total filed on the 13F, all lines: $191.2M.

Portfolio Sells Q4 2025 → Q1 2026
EWQ iShares MSCI France ETF Reduce -1.3% 2.07% −0.67

Portfolio Buys Q4 2025 → Q1 2026
MELI MercadoLibre Inc. New 19.47% +19.47
STNE Stoneco Ltd. Class A Add +13.9% 12.92% −2.03
INTR Inter & Co. Inc. Class A Add +7.8% 15.61% −3.80
NU Nu Holdings Ltd./Cayman Isl-A Add +16.3% 49.92% −12.97

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