Atmos Capital Gestao De Recursos

Atmos Capital Gestao De Recursos as of June 30, 2026

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 24M 13.36
MercadoLibre (MELI) 15.1 $126M 74k 1697.39
XP Cl A (XP) 8.4 $70M 4.3M 16.26
Dlocal Class A Com (DLO) 6.2 $52M 4.0M 12.99
Inter & Co Class A Com (INTR) 4.9 $41M 7.5M 5.43
Meta Platforms Cl A (META) 3.9 $32M 57k 563.29
Alphabet Cap Stk Cl A (GOOGL) 3.8 $32M 89k 357.37
Microsoft Corporation (MSFT) 3.8 $31M 84k 373.02
Amazon (AMZN) 3.5 $29M 121k 238.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.4 $28M 59k 477.57
NVIDIA Corporation (NVDA) 2.9 $24M 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 73k 178.24
Netflix (NFLX) 1.1 $9.1M 127k 71.40
Vtex Shs Cl A (VTEX) 0.1 $765k 191k 4.00