13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000950159-24-000160
Total Value
$819.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 27,434,842 | $327.3M | 39.92% |
| 2 | MERCADOLIBRE INC | MELI | 117,893 | $178.2M | 21.74% |
| 3 | AMAZON COM INC | AMZN | 499,597 | $90.1M | 10.99% |
| 4 | META PLATFORMS INC | META | 179,135 | $87.0M | 10.61% |
| 5 | STONECO LTD | STNE | 2,896,117 | $48.1M | 5.87% |
| 6 | DLOCAL LTD | DLO | 2,813,914 | $41.4M | 5.05% |
| 7 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 369,522 | $22.5M | 2.74% |
| 8 | INTER & CO INC | INTR | 3,159,596 | $18.0M | 2.20% |
| 9 | VTEX | VTEX | 272,284 | $2.2M | 0.27% |
| 10 | ISHARES TR | 464287721 | 11,558 | $1.6M | 0.19% |
| 11 | INVESCO QQQ TR | IVZ | 3,127 | $1.4M | 0.17% |
| 12 | KRANESHARES TRUST | 500767306 | 40,500 | $1.1M | 0.13% |
| 13 | WISDOMTREE TR | WT | 35,930 | $947,833 | 0.12% |