13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001213900-25-013875
Total Value
$461.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STONECO LTD | STNE | 11,623,836 | $92.6M | 20.09% |
| 2 | XP INC | XP | 7,436,029 | $88.1M | 19.11% |
| 3 | MERCADOLIBRE INC | MELI | 48,568 | $82.6M | 17.91% |
| 4 | ALPHABET INC | GOOG | 267,795 | $50.7M | 10.99% |
| 5 | META PLATFORMS INC | META | 83,671 | $49.0M | 10.63% |
| 6 | NU HLDGS LTD | NU | 4,606,283 | $47.7M | 10.35% |
| 7 | AMAZON COM INC | AMZN | 204,673 | $44.9M | 9.74% |
| 8 | INVESCO QQQ TR | IVZ | 3,127 | $1.6M | 0.35% |
| 9 | VTEX | VTEX | 260,358 | $1.5M | 0.33% |
| 10 | KRANESHARES TR | 500767306 | 40,500 | $1.2M | 0.26% |
| 11 | WISDOMTREE TR | WT | 35,930 | $1.1M | 0.23% |
| 12 | WALDENCAST PLC | WALDW | 82,102 | $13,957 | 0.00% |