$123 Million is the total value of Naman Capital Ltda's 17 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORCL | Buy | ORACLE CORP | $12,019,000 | +55.4% | 260,000 | +62.5% | 9.79% | +24.0% |
| GOOG | New | ALPHABET INCcap stk cl c | $8,898,000 | – | 6,000 | +100.0% | 7.25% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $4,222,000 | – | 200,000 | +100.0% | 3.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ORACLE CORP | 23 | Q2 2024 | 10.1% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 11.2% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 4.2% |
| DISNEY WALT CO | 21 | Q4 2023 | 15.5% |
| PROSHARES TR | 19 | Q4 2023 | 16.7% |
| MICROSOFT CORP | 18 | Q2 2024 | 12.5% |
| ACTIVISION BLIZZARD INC | 18 | Q2 2023 | 13.5% |
| ALPHABET INC | 17 | Q2 2024 | 7.8% |
| MERCK & CO INC | 16 | Q3 2022 | 10.5% |
| PFIZER INC | 16 | Q3 2022 | 10.3% |
View Naman Capital Ltda's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
View Naman Capital Ltda's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.