13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000950159-23-000233
Total Value
$624.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XP INC | XP | 9,225,213 | $216.4M | 34.63% |
| 2 | NU HLDGS LTD | NU | 15,721,039 | $124.0M | 19.85% |
| 3 | MERCADOLIBRE INC | MELI | 98,565 | $116.8M | 18.69% |
| 4 | META PLATFORMS INC | META | 246,278 | $70.7M | 11.31% |
| 5 | AMAZON COM INC | AMZN | 481,242 | $62.7M | 10.04% |
| 6 | DLOCAL LTD | DLO | 1,868,041 | $22.8M | 3.65% |
| 7 | INTER & CO INC | INTR | 1,145,717 | $3.6M | 0.57% |
| 8 | ISHARES TR | 464287721 | 20,138 | $2.2M | 0.35% |
| 9 | INVESCO QQQ TR | IVZ | 5,657 | $2.1M | 0.33% |
| 10 | VTEX | VTEX | 287,332 | $1.4M | 0.22% |
| 11 | WISDOMTREE TR | WT | 35,930 | $1.1M | 0.18% |
| 12 | KRANESHARES TR | 500767306 | 40,500 | $1.1M | 0.17% |