Atmos Capital Gestao De Recursos as of Dec. 31, 2025
Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 34.7 | $499M | 30M | 16.74 | |
| XP Cl A (XP) | 25.6 | $369M | 23M | 16.37 | |
| MercadoLibre (MELI) | 18.7 | $270M | 134k | 2014.26 | |
| Dlocal Class A Com (DLO) | 3.8 | $54M | 3.8M | 14.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $30M | 95k | 313.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $28M | 92k | 303.89 | |
| Apple (AAPL) | 1.9 | $27M | 100k | 271.86 | |
| Airbnb Com Cl A (ABNB) | 1.8 | $25M | 187k | 135.72 | |
| NVIDIA Corporation (NVDA) | 1.7 | $25M | 132k | 186.50 | |
| Amazon (AMZN) | 1.6 | $24M | 102k | 230.82 | |
| Booking Holdings (BKNG) | 1.6 | $23M | 4.4k | 5355.33 | |
| Netflix (NFLX) | 1.6 | $23M | 240k | 93.76 | |
| Microsoft Corporation (MSFT) | 1.5 | $22M | 46k | 483.62 | |
| Meta Platforms Cl A (META) | 1.4 | $20M | 31k | 660.09 | |
| Vtex Shs Cl A (VTEX) | 0.1 | $1.5M | 399k | 3.76 |
