13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000950159-24-000237
Total Value
$713.5M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 19,948,866 | $257.1M | 36.04% |
| 2 | MERCADOLIBRE INC | MELI | 88,109 | $144.8M | 20.29% |
| 3 | XP INC | XP | 4,369,850 | $76.9M | 10.77% |
| 4 | AMAZON COM INC | AMZN | 396,056 | $76.5M | 10.73% |
| 5 | META PLATFORMS INC | META | 128,363 | $64.7M | 9.07% |
| 6 | STONECO LTD | STNE | 4,594,655 | $55.1M | 7.72% |
| 7 | INTER & CO INC | INTR | 2,723,427 | $16.7M | 2.35% |
| 8 | DLOCAL LTD | DLO | 1,781,561 | $14.4M | 2.02% |
| 9 | VTEX | VTEX | 261,488 | $1.9M | 0.27% |
| 10 | ISHARES TR | 464287721 | 11,558 | $1.7M | 0.24% |
| 11 | INVESCO QQQ TR | IVZ | 3,127 | $1.5M | 0.21% |
| 12 | KRANESHARES TR | 500767306 | 40,500 | $1.1M | 0.15% |
| 13 | WISDOMTREE TR | WT | 35,930 | $953,223 | 0.13% |
| 14 | WALDENCAST PLC | WALDW | 82,102 | $22,168 | 0.00% |