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Bizma Investimentos Ltda

CIK:0001946136
Family Office
$167M AUM
13 holdings
São Paulo, SP, Brazil
Founded:2016
10 employees
Latest filing:Jun 30, 2025

Bizma Investimentos Ltda, now known as Naman Capital Ltda as of January 2024, is a São Paulo-based single family office professionally managing funds, investment clubs, and separately managed accounts. Established in 2016, the firm evolved from a family office for shareholders of Suzano to a regulated asset manager approved by Brazil’s Comissão de Valores Mobiliários (CVM) and accredited with Anbima, managing third-party assets and providing customized wealth management. The team designs robust risk controls and internal compliance systems for its high-net-worth client base focused primarily on the Suzano family group. Employee count is not publicly disclosed.

Investment Strategy

Bizma Investimentos Ltda (now Naman Capital Ltda) manages a diversified portfolio focused on both local and international equities and ETFs, with holdings in vehicles such as SPDR S&P 500 ETF Trust, Berkshire Hathaway, and Microsoft. The firm implements a disciplined asset allocation and professional wealth management model with strong risk controls, serving mainly as a single family office for shareholders of Suzano. Their investment philosophy emphasizes preservation and growth of family wealth through diversification and conservative yet opportunistic approaches, leveraging deep expertise in portfolio construction, compliance, and operational risk management.

Latest 13F Filing Activity

Bizma Investimentos Ltda filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $308M. The fund increased holdings in SPDR S&P 500 Etf TR, Visa Inc., Microsoft Corp. among other positions. Bizma Investimentos Ltda reduced exposure to Invesco Exchange Traded FD T, Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del among others.

Top Buys
S
SPYSPDR S&P 500 ETF TR
+$49.4M
V
VVISA INC
+$3.6M
M
MSFTMICROSOFT CORP
+$3.0M
U
UGPULTRAPAR PARTICIPACOES SA
+$2.8M
E
EZUISHARES INC
+$2.8M
Top Sells
R
RSPINVESCO EXCHANGE TRADED FD T
-$7.7M
U
UGPULTRAPAR PARTICIPACOES SA
+$2.8M
E
EZUISHARES INC
+$2.8M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$1.5M
G
GOOGALPHABET INC
+$846.4K

Top Holdings

R
RSPINVESCO EXCHANGE TRADED FD T
+29.0%$89.1M
S
SPYSPDR S&P 500 ETF TR
+28.5%$87.6M
U
UGPULTRAPAR PARTICIPACOES SA
+15.0%$46.2M
E
EZUISHARES INC
+8.7%$26.9M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+4.9%$15.2M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
INVESCO EXCHANGE TRADED FD T28.95%$89.1M490,199$174.96$181.74-$7.7M
SPDR S&P 500 ETF TR28.45%$87.6M141,721$576.89$617.85+$49.4M
ULTRAPAR PARTICIPACOES SA15.01%$46.2M14,079,999$3.83$3.28+$2.8M
ISHARES INC8.73%$26.9M451,750$53.25$59.45+$2.8M
BERKSHIRE HATHAWAY INC DEL4.93%$15.2M31,200$196.80$485.77-$1.5M

Industry Allocation

NATURAL GAS DISTRIBUTION
+16.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.8%
FIRE, MARINE & CASUALTY INSURANCE
+6.5%
SERVICES-PREPACKAGED SOFTWARE
+3.6%
SERVICES-BUSINESS SERVICES, NEC
+1.0%