Atmos Capital Gestao De Recursos as of Sept. 30, 2025
Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 30.6 | $228M | 14M | 16.01 | |
| XP Cl A (XP) | 26.1 | $195M | 10M | 18.79 | |
| Stoneco Com Cl A (STNE) | 22.7 | $169M | 8.9M | 18.91 | |
| MercadoLibre (MELI) | 4.6 | $34M | 15k | 2336.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $16M | 59k | 279.29 | |
| Apple (AAPL) | 2.2 | $16M | 63k | 254.63 | |
| NVIDIA Corporation (NVDA) | 2.1 | $16M | 85k | 186.58 | |
| Microsoft Corporation (MSFT) | 2.0 | $15M | 29k | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $15M | 60k | 243.10 | |
| Meta Platforms Cl A (META) | 1.9 | $15M | 20k | 734.38 | |
| Amazon (AMZN) | 1.9 | $14M | 65k | 219.57 | |
| Netflix (NFLX) | 0.9 | $6.9M | 5.8k | 1198.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 2.6k | 600.37 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $1.4M | 34k | 42.01 | |
| Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.2 | $1.3M | 30k | 44.58 | |
| Vtex Shs Cl A (VTEX) | 0.1 | $977k | 223k | 4.38 |
