13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001213900-24-097964
Total Value
$700.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 11,866,736 | $162.0M | 23.11% |
| 2 | XP INC | XP | 7,101,111 | $127.4M | 18.18% |
| 3 | STONECO LTD | STNE | 9,450,447 | $106.4M | 15.18% |
| 4 | MERCADOLIBRE INC | MELI | 49,900 | $102.4M | 14.61% |
| 5 | AMAZON COM INC | AMZN | 499,220 | $93.0M | 13.27% |
| 6 | META PLATFORMS INC | META | 156,807 | $89.8M | 12.81% |
| 7 | DLOCAL LTD | DLO | 1,493,806 | $12.0M | 1.71% |
| 8 | INVESCO QQQ TR | IVZ | 5,894 | $2.9M | 0.41% |
| 9 | VTEX | VTEX | 261,572 | $1.9M | 0.28% |
| 10 | KRANESHARES TR | 500767306 | 40,500 | $1.4M | 0.20% |
| 11 | WISDOMTREE TR | WT | 35,930 | $1.2M | 0.17% |
| 12 | NU HLDGS LTD | NU | 36,000 | $491,400 | 0.07% |
| 13 | WALDENCAST PLC | WALDW | 82,102 | $12,726 | 0.00% |