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Sharp Capital Gestora de Recursos Ltda.

Q4 2025 · Filed 2026-02-13
Market Value
$152M
+32.8%
Holdings
4
+1
New Purchases
1
Added To
3
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INTR 19.41% 15.88% +3.53% $30M
EWQ 2.74% 0.00% +2.74% $4M
STNE 14.95% 14.90% +0.06% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NU 62.89% 69.23% -6.33% $96M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $96M 62.9%
Mid Cap 2 $52M 34.4%
Small Cap 1 $4M 2.7%

Portfolio Analytics

Avg Market Cap
$16.9B
Median Market Cap
$2.7B
Avg P/E
11.0
Median P/E
9.6
Avg Dividend Yield
0.08%
Avg Beta
1.15
# Stocks
3
# ETFs / Funds
1

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 62.89% 5,715,438 $96M $16.74 $16M +761,449 +15.4%
2 INTR 19.41% 3,482,121 $30M $8.48 $11M +1,511,295 +76.7%
3 STNE 14.95% 1,538,156 $23M $14.79 $6M +635,705 +70.4%
4 EWQ 2.74% 92,643 $4M $44.99 +92,643 NEW

New Positions

SymbolValue% Port
EWQ $4M 2.74%
View SEC EDGAR Filings for Sharp Capital Gestora de Recursos Ltda. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms