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, MELI, XP, DLO, INTR, and represent 72.53% of Atmos Capital Gestao De Recursos's stock portfolio.
- Added to shares of these 9 stocks: NU (+$75M), MELI (+$73M), INTR (+$41M), DLO (+$25M), META (+$23M), GOOGL (+$14M), TSM (+$8.1M), NVDA (+$6.8M), BKNG.
- Started 1 new stock position in INTR.
- Reduced shares in these 7 stocks: XP (-$84M), AMZN (-$26M), MSFT (-$14M), ABNB, AAPL, NFLX, VTEX.
- Atmos Capital Gestao De Recursos was a net buyer of stock by $144M.
- Atmos Capital Gestao De Recursos has $832M in assets under management (AUM), dropping by 16.58%.
- Central Index Key (CIK): 0001832439
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Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 38.0 | $316M | +31% | 24M | 13.36 |
|
| MercadoLibre (MELI) | 15.1 | $126M | +137% | 74k | 1697.39 |
|
| XP Cl A (XP) | 8.4 | $70M | -54% | 4.3M | 16.26 |
|
| Dlocal Class A Com (DLO) | 6.2 | $52M | +92% | 4.0M | 12.99 |
|
| Inter & Co Class A Com (INTR) | 4.9 | $41M | NEW | 7.5M | 5.43 |
|
| Meta Platforms Cl A (META) | 3.9 | $32M | +246% | 57k | 563.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $32M | +75% | 89k | 357.37 |
|
| Microsoft Corporation (MSFT) | 3.8 | $31M | -30% | 84k | 373.02 |
|
| Amazon (AMZN) | 3.5 | $29M | -46% | 121k | 238.34 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $28M | +40% | 59k | 477.57 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $24M | +39% | 119k | 200.09 |
|
| Apple (AAPL) | 1.8 | $15M | 53k | 289.36 |
|
|
| Airbnb Com Cl A (ABNB) | 1.7 | $14M | 100k | 143.10 |
|
|
| Booking Holdings (BKNG) | 1.6 | $13M | +25% | 73k | 178.24 |
|
| Netflix (NFLX) | 1.1 | $9.1M | 127k | 71.40 |
|
|
| Vtex Shs Cl A (VTEX) | 0.1 | $765k | 191k | 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 Q2 filed Aug. 14, 2026
- 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