13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0001213900-25-044633
Total Value
$476.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STONECO LTD | STNE | 11,982,873 | $125.6M | 26.38% |
| 2 | XP INC | XP | 8,941,951 | $123.0M | 25.83% |
| 3 | MERCADOLIBRE INC | MELI | 44,963 | $87.7M | 18.43% |
| 4 | META PLATFORMS INC | META | 76,112 | $43.9M | 9.22% |
| 5 | ALPHABET INC | GOOG | 263,446 | $40.7M | 8.56% |
| 6 | NU HLDGS LTD | NU | 3,304,622 | $33.8M | 7.11% |
| 7 | AMAZON COM INC | AMZN | 83,811 | $15.9M | 3.35% |
| 8 | INVESCO QQQ TR | IVZ | 3,127 | $1.5M | 0.31% |
| 9 | KRANESHARES TR | 500767306 | 40,500 | $1.4M | 0.30% |
| 10 | VTEX | VTEX | 243,315 | $1.2M | 0.26% |
| 11 | WISDOMTREE TR | WT | 35,930 | $1.2M | 0.26% |
| 12 | WALDENCAST PLC | WALDW | 82,102 | $10,755 | 0.00% |