13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950159-23-000295
Total Value
$795.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 32,285,009 | $234.1M | 29.41% |
| 2 | XP INC | XP | 7,545,997 | $173.9M | 21.86% |
| 3 | MERCADOLIBRE INC | MELI | 129,950 | $164.8M | 20.70% |
| 4 | META PLATFORMS INC | META | 240,250 | $72.1M | 9.06% |
| 5 | AMAZON COM INC | AMZN | 520,481 | $66.2M | 8.31% |
| 6 | DLOCAL LTD | DLO | 3,327,142 | $63.8M | 8.01% |
| 7 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 199,892 | $11.1M | 1.39% |
| 8 | INTER & CO INC | INTR | 545,744 | $2.2M | 0.27% |
| 9 | ISHARES TR | 464287721 | 20,138 | $2.1M | 0.27% |
| 10 | INVESCO QQQ TR | IVZ | 5,657 | $2.0M | 0.25% |
| 11 | VTEX | VTEX | 271,459 | $1.4M | 0.17% |
| 12 | KRANESHARES TR | 500767306 | 40,500 | $1.1M | 0.14% |
| 13 | WISDOMTREE TR | WT | 35,930 | $1.1M | 0.13% |
| 14 | PIMCO ETF TR | 72201R304 | 1,130 | $59,382 | 0.01% |