13F HOLDINGS REPORT
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001213900-26-017461
Total Value
$1.44B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 29,813,810 | $499.1M | 34.67% |
| 2 | MERCADOLIBRE INC | MELI | 133,956 | $269.8M | 18.74% |
| 3 | XP INC | XP | 12,272,000 | $200.9M | 13.95% |
| 4 | XP INC | XP | 10,247,560 | $167.8M | 11.65% |
| 5 | DLOCAL LTD | DLO | 3,827,996 | $54.1M | 3.76% |
| 6 | ALPHABET INC | GOOG | 94,802 | $29.7M | 2.06% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 92,220 | $28.0M | 1.95% |
| 8 | APPLE INC | AAPL | 99,470 | $27.0M | 1.88% |
| 9 | AIRBNB INC | ABNB | 187,402 | $25.4M | 1.77% |
| 10 | NVIDIA CORPORATION | NVDA | 132,426 | $24.7M | 1.72% |
| 11 | AMAZON COM INC | AMZN | 101,928 | $23.5M | 1.63% |
| 12 | BOOKING HOLDINGS INC | BKNG | 4,352 | $23.3M | 1.62% |
| 13 | NETFLIX INC | NFLX | 239,778 | $22.5M | 1.56% |
| 14 | MICROSOFT CORP | MSFT | 45,500 | $22.0M | 1.53% |
| 15 | META PLATFORMS INC | META | 30,672 | $20.2M | 1.41% |
| 16 | VTEX | VTEX | 398,508 | $1.5M | 0.10% |