13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001213900-25-076308
Total Value
$645.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 12,469,985 | $171.1M | 26.51% |
| 2 | XP INC | XP | 8,103,248 | $163.7M | 25.37% |
| 3 | STONECO LTD | STNE | 9,096,070 | $145.9M | 22.61% |
| 4 | MERCADOLIBRE INC | MELI | 49,076 | $128.3M | 19.88% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 134,754 | $30.5M | 4.73% |
| 6 | INVESCO QQQ TR | IVZ | 3,127 | $1.7M | 0.27% |
| 7 | VTEX | VTEX | 226,055 | $1.5M | 0.23% |
| 8 | KRANESHARES TR | 500767306 | 40,500 | $1.4M | 0.22% |
| 9 | WISDOMTREE TR | WT | 35,930 | $1.2M | 0.19% |
| 10 | WALDENCAST PLC | WALDW | 82,102 | $6,671 | 0.00% |