13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001213900-25-110466
Total Value
$745.3M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 14,261,084 | $228.3M | 30.64% |
| 2 | STONECO LTD | STNE | 8,938,117 | $169.0M | 22.68% |
| 3 | XP INC | XP | 8,348,466 | $156.9M | 21.05% |
| 4 | XP INC | XP | 2,010,000 | $37.8M | 5.07% |
| 5 | MERCADOLIBRE INC | MELI | 14,665 | $34.3M | 4.60% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 58,836 | $16.4M | 2.20% |
| 7 | APPLE INC | AAPL | 63,293 | $16.1M | 2.16% |
| 8 | NVIDIA CORPORATION | NVDA | 84,565 | $15.8M | 2.12% |
| 9 | MICROSOFT CORP | MSFT | 29,235 | $15.1M | 2.03% |
| 10 | ALPHABET INC | GOOG | 59,903 | $14.6M | 1.95% |
| 11 | META PLATFORMS INC | META | 19,706 | $14.5M | 1.94% |
| 12 | AMAZON COM INC | AMZN | 65,304 | $14.3M | 1.92% |
| 13 | NETFLIX INC | NFLX | 5,759 | $6.9M | 0.93% |
| 14 | INVESCO QQQ TR | IVZ | 2,592 | $1.6M | 0.21% |
| 15 | KRANESHARES TR | 500767306 | 33,566 | $1.4M | 0.19% |
| 16 | WISDOMTREE TR | WT | 29,779 | $1.3M | 0.18% |
| 17 | VTEX | VTEX | 223,027 | $976,858 | 0.13% |