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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
+7.54%
1 Year Est. Return
+27.43%
3 Year Est. Return
+106.06%
5 Year Est. Return
+122.61%
10 Year Est. Return
–
AUM
$308M
AUM Growth
+$53M
Cap. Flow
+$33.8M
Cap. Flow %
10.98%
Top 10 Hldgs %
97.88%
Holding
13
New
1
Increased
1
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$42M
2
V icon
Visa
V
+$3.56M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$11.8M

Sector Composition

Rank Sector Weight
1 Energy 15.45%
2 Financials 8.47%
3 Communication Services 4.26%
4 Technology 4.01%
5 Materials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSP icon
1
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$89.1M 28.95%
490,199
-68,357
-12% -$11.8M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$87.6M 28.45%
141,721
+73,530
+108% +$42M
UGP icon
3
Ultrapar
UGP
$6.95B
$46.2M 15.01%
14,079,999
– –
EZU icon
4
iShare MSCI Eurozone ETF
EZU
$9.64B
$26.9M 8.73%
451,750
– –
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.1T
$15.2M 4.93%
31,200
– –
MSFT icon
6
Microsoft
MSFT
$3.45T
$12.3M 4.01%
24,800
– –
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.1T
$7.29M 2.37%
10
– –
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.36T
$7.1M 2.31%
40,000
– –
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.36T
$6.03M 1.96%
34,200
– –
V icon
10
Visa
V
$684B
$3.62M 1.18%
+10,200
New +$3.56M
SUZ icon
11
Suzano
SUZ
$10.5B
$3.24M 1.05%
344,547
– –
WALD icon
12
Waldencast
WALD
$222M
$1.9M 0.62%
776,722
– –
CSAN icon
13
Cosan
CSAN
$3.18B
$1.37M 0.45%
271,941
– –

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Naman Capital's Q2 2025 Portfolio in Review

As of Q2 2025, Naman Capital held 13 positions worth $308M, up 21% from $255M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Naman Capital deployed $33.8M of net new capital in Q2 2025, opening 1 new position and adding to 1 existing holding. Its largest new stake was Visa: 10,200 shares worth $3.62M.

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

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $11.8M trimmed.

  • Naman Capital's largest Q2 2025 buy was Visa: 10,200 shares worth $3.62M.
  • Naman Capital added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $42M increase.
  • Naman Capital's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $11.8M.
  • Naman Capital's ten largest holdings make up 98% of its $308M portfolio in Q2 2025.
  • Naman Capital opened 1 new position and closed 0 in Q2 2025.
  • Naman Capital's portfolio value rose 21% quarter-over-quarter to $308M.

Based on Naman Capital's 13F filing for Q2 2025, filed 14 Aug 2025.