13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000950159-23-000169
Total Value
$345.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 98,209 | $129.4M | 37.52% |
| 2 | NU HLDGS LTD | NU | 16,275,227 | $77.5M | 22.46% |
| 3 | META PLATFORMS INC | META | 277,023 | $58.7M | 17.02% |
| 4 | AMAZON COM INC | AMZN | 527,269 | $54.5M | 15.79% |
| 5 | TESLA INC | TSLA | 54,799 | $11.4M | 3.30% |
| 6 | INVESCO QQQ TR | IVZ | 18,506 | $5.9M | 1.72% |
| 7 | ISHARES TR | 464287721 | 20,138 | $1.9M | 0.54% |
| 8 | KRANESHARES TR | 500767306 | 40,500 | $1.3M | 0.37% |
| 9 | WISDOMTREE TR | WT | 35,930 | $1.2M | 0.36% |
| 10 | VTEX | VTEX | 298,999 | $1.1M | 0.33% |
| 11 | MELI KASZEK PIONEER CORP | G5S74L106 | 99,250 | $1.0M | 0.29% |
| 12 | INTER & CO INC | INTR | 521,825 | $887,103 | 0.26% |
| 13 | AMBIPAR EMERGENCY RESPONSE | AMBWQ | 479,112 | $153,320 | 0.04% |