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Naman Capital Portfolio holdings

AUM $360M
1-Year Est. Return 27.43%
This Fund
S&P 500
This Quarter Est. Return
+5.71%
1 Year Est. Return
+27.43%
3 Year Est. Return
+106.06%
5 Year Est. Return
+122.61%
10 Year Est. Return
–
AUM
$360M
AUM Growth
+$4.27M
Cap. Flow
-$357K
Cap. Flow %
-0.1%
Top 10 Hldgs %
96.73%
Holding
13
New
1
Increased
1
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
EWY icon
iShares MSCI South Korea ETF
EWY
+$8.89M
2
V icon
Visa
V
+$6.43M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.09M
2
UGP icon
Ultrapar
UGP
+$4.65M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M

Sector Composition

Rank Sector Weight
1 Energy 18.01%
2 Financials 7.62%
3 Communication Services 5.19%
4 Technology 2.13%
5 Materials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$119M 32.98%
182,445
-10,432
-5% -$7.09M
RSP icon
2
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$82.1M 22.83%
427,975
– –
UGP icon
3
Ultrapar
UGP
$6.95B
$63.7M 17.7%
12,727,222
-960,757
-7% -$4.65M
EZU icon
4
iShare MSCI Eurozone ETF
EZU
$9.64B
$28.3M 7.86%
451,750
– –
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.1T
$11.1M 3.09%
23,177
-8,023
-26% -$3.94M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.36T
$9.83M 2.73%
34,200
– –
V icon
7
Visa
V
$684B
$9.13M 2.54%
30,212
+20,012
+196% +$6.43M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.36T
$8.82M 2.45%
30,760
– –
EWY icon
9
iShares MSCI South Korea ETF
EWY
$21.9B
$8.74M 2.43%
+71,018
New +$8.89M
MSFT icon
10
Microsoft
MSFT
$3.45T
$7.65M 2.13%
20,675
– –
BRK.A icon
11
Berkshire Hathaway Class A
BRK.A
$1.1T
$7.18M 2%
10
– –
SUZ icon
12
Suzano
SUZ
$10.5B
$3.45M 0.96%
344,547
– –
CSAN icon
13
Cosan
CSAN
$3.18B
$1.12M 0.31%
271,941
– –

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Naman Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Naman Capital held 13 positions worth $360M, up 1.2% from $356M the previous quarter. Its ten largest holdings account for 97% of the portfolio.

Naman Capital's Q1 2026 filing shows 1 new, 1 increased and 3 reduced positions. Its largest new stake was iShares MSCI South Korea ETF: 71,018 shares worth $8.74M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $7.09M.

By sector, the portfolio is most concentrated in Energy at 18% of assets, up from 15% a quarter earlier, followed by Financials and Communication Services.

  • Naman Capital's largest Q1 2026 buy was iShares MSCI South Korea ETF: 71,018 shares worth $8.74M.
  • Naman Capital added most to Visa in Q1 2026, an estimated $6.43M increase.
  • Naman Capital's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $7.09M.
  • Naman Capital's ten largest holdings make up 97% of its $360M portfolio in Q1 2026.
  • Naman Capital opened 1 new position and closed 0 in Q1 2026.
  • Naman Capital's portfolio value rose 1.2% quarter-over-quarter to $360M.

Based on Naman Capital's 13F filing for Q1 2026, filed 15 May 2026.