Atmos Capital Gestao De Recursos
Latest statistics and disclosures from Atmos Capital Gestao De Recursos's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NU, XP, MELI, AMZN, MSFT, and represent 81.89% of Atmos Capital Gestao De Recursos's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$37M), MSFT (+$36M), NU (+$32M), BKNG (+$9.5M), NVDA, DLO, GOOGL, AAPL, ABNB, NFLX.
- Reduced shares in these 4 stocks: MELI (-$77M), XP (-$44M), TSM, VTEX.
- Atmos Capital Gestao De Recursos was a net buyer of stock by $1.4M.
- Atmos Capital Gestao De Recursos has $714M in assets under management (AUM), dropping by -6.15%.
- Central Index Key (CIK): 0001832439
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Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 36.3 | $259M | +13% | 18M | 14.37 |
|
| XP Cl A (XP) | 25.2 | $180M | -19% | 9.4M | 19.04 |
|
| MercadoLibre (MELI) | 7.6 | $54M | -58% | 31k | 1729.02 |
|
| Amazon (AMZN) | 6.7 | $48M | +347% | 228k | 208.27 |
|
| Microsoft Corporation (MSFT) | 6.3 | $45M | +429% | 121k | 370.17 |
|
| Dlocal Class A Com (DLO) | 3.8 | $27M | +8% | 2.1M | 12.97 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $15M | +28% | 85k | 174.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $15M | +6% | 51k | 287.56 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $14M | -8% | 42k | 337.95 |
|
| Apple (AAPL) | 1.9 | $14M | +7% | 53k | 253.79 |
|
| Airbnb Com Cl A (ABNB) | 1.8 | $13M | +7% | 101k | 126.28 |
|
| Netflix (NFLX) | 1.7 | $12M | +7% | 128k | 96.15 |
|
| Booking Holdings (BKNG) | 1.4 | $9.8M | +2584% | 58k | 168.41 |
|
| Meta Platforms Cl A (META) | 1.3 | $9.4M | +7% | 16k | 572.13 |
|
| Vtex Shs Cl A (VTEX) | 0.1 | $773k | -13% | 193k | 4.00 |
|
Past Filings by Atmos Capital Gestao De Recursos
SEC 13F filings are viewable for Atmos Capital Gestao De Recursos going back to 2020
- Atmos Capital Gestao De Recursos 2026 Q1 filed May 15, 2026
- Atmos Capital Gestao De Recursos 2025 Q4 restated filed Feb. 20, 2026
- Atmos Capital Gestao De Recursos 2025 Q4 filed Feb. 17, 2026
- Atmos Capital Gestao De Recursos 2025 Q3 filed Nov. 14, 2025
- Atmos Capital Gestao De Recursos 2025 Q2 filed Aug. 14, 2025
- Atmos Capital Gestao De Recursos 2025 Q1 filed May 16, 2025
- Atmos Capital Gestao De Recursos 2024 Q4 filed Feb. 14, 2025
- Atmos Capital Gestao De Recursos 2024 Q3 filed Nov. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q2 filed Aug. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q1 filed May 15, 2024
- Atmos Capital Gestao De Recursos 2023 Q4 filed Feb. 14, 2024
- Atmos Capital Gestao De Recursos 2023 Q3 filed Nov. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q2 filed Aug. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q1 filed May 15, 2023
- Atmos Capital Gestao De Recursos 2022 Q4 filed Feb. 14, 2023
- Atmos Capital Gestao De Recursos 2022 Q3 filed Nov. 14, 2022