13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000950159-23-000065
Total Value
$575.5M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 29,383,921 | $119.6M | 20.78% |
| 2 | MERCADOLIBRE INC | MELI | 119,001 | $100.7M | 17.50% |
| 3 | MICROSOFT CORP | MSFT | 344,885 | $82.7M | 14.37% |
| 4 | ALPHABET INC | GOOG | 893,191 | $78.8M | 13.69% |
| 5 | AMAZON COM INC | AMZN | 829,875 | $69.7M | 12.11% |
| 6 | META PLATFORMS INC | META | 351,602 | $42.3M | 7.35% |
| 7 | SALESFORCE INC | CRM | 241,519 | $32.0M | 5.56% |
| 8 | XP INC | XP | 1,285,282 | $19.7M | 3.43% |
| 9 | TESLA INC | TSLA | 77,200 | $9.5M | 1.65% |
| 10 | INVESCO QQQ TR | IVZ | 29,008 | $7.7M | 1.34% |
| 11 | SHOPIFY INC | SHOP | 110,441 | $3.8M | 0.67% |
| 12 | APPLE INC | AAPL | 15,777 | $2.0M | 0.36% |
| 13 | ISHARES TR | 464287721 | 20,138 | $1.5M | 0.26% |
| 14 | WISDOMTREE TR | WT | 35,930 | $1.2M | 0.22% |
| 15 | KRANESHARES TR | 500767306 | 40,500 | $1.2M | 0.21% |
| 16 | VTEX | VTEX | 313,445 | $1.2M | 0.20% |
| 17 | MELI KASZEK PIONEER CORP | G5S74L106 | 99,250 | $990,515 | 0.17% |
| 18 | INTER & CO INC | INTR | 187,256 | $443,797 | 0.08% |
| 19 | HPX CORP | HPQ | 495,829 | $208,248 | 0.04% |
| 20 | LDH GROWTH CORP I | G54094126 | 79,269 | $1,744 | 0.00% |