SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Sharp Capital Gestora de Recursos Ltda.

CIK 0001818890 · BORGES DE MEDEIROS AVENUE, NUMBER 633, OFFICE NUMBER 202, RIO DE JANEIRO, D5, 22430-041 · (55)-21-3550-7377

Reported Value
Under review
reported total failed a data-quality check
Positions
6
Filings on Record
23
2019–present window
Filed
Feb 8, 2023
original filing

Summary

Compared with Q3 2022, the fund opened 0 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $177MQ4 ’20Q1 ’21: $323MQ2 ’21: $340MQ3 ’21: $262MQ3 ’21Q4 ’21: $287MQ1 ’22: $213MQ2 ’22: $175MQ2 ’22Q3 ’22: $144MQ2 ’23: $140MQ3 ’23: $108MQ3 ’23Q4 ’23: $195MQ1 ’24: $245MQ2 ’24: $189MQ2 ’24Q3 ’24: $118MQ4 ’24: $41MQ1 ’25: $47MQ1 ’25Q2 ’25: $101MQ3 ’25: $115MQ4 ’25: $152MQ4 ’25Q1 ’26: $192Mfilingsflow.com

Portfolio Composition

By security type
Other: 68.5%Common Stock: 31.5%
  • Other · 68.5% · $80,535
  • Common Stock · 31.5% · $37,024

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HPX CORPSOLD OUT2.15M0$21M$0
ISHARES TRSOLD OUT129.2K0$9M$0
ISHARES INCSOLD OUT1.04M0$2M$0
XP INCADDED+947.7K4.30M$64M$66,012
MLB1MERCADOLIBRE INCADDED+3.4K43.8K$33M$37,024
VALOR LATITUDE ACQUISITN CORHELD+01.10M$11M$11,066
MELI KASZEK PIONEER CORPHELD+0300.0K$3M$2,994
HPX CORPHELD+01.07M$257,548$452

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

5 positions
#IssuerClass% PortfolioValueShares
1XP INCCL A56.15%$66,0124.30M
2MLB1MERCADOLIBRE INChistory →COM31.49%$37,02443.8K
3VALOR LATITUDE ACQUISITN CORCLASS A ORD SHS · *W EXP 04/02/2029.42%$11,0771.47M
4MELI KASZEK PIONEER CORPCLASS A ORD2.55%$2,994300.0K
5HPX CORP*W EXP 07/14/2020.38%$4521.07M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$192M7May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$152M6Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$115M5Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$101M6Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$47M4May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$41M3Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$118M4Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$189M6Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$245M5May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$195M5Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$108M3Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$140M3Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review8May 23, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022Under review6Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$144M9Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$175M12Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$213M14May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$287M16Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$262M16Oct 14, 202113F-HRchanges · EDGAR ↗
Q2 2021$340M18Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$323M10May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$177M5Feb 8, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.