13F HOLDINGS REPORT (Amended)
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Quarter ended Q4 2025 · Filed February 20, 2026 · Accession 0001213900-26-018720
Total Value
$760.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 15,815,788 | $264.8M | 34.81% |
| 2 | MERCADOLIBRE INC | MELI | 75,535 | $152.1M | 20.01% |
| 3 | XP INC | XP | 6,136,000 | $100.4M | 13.21% |
| 4 | XP INC | XP | 5,621,659 | $92.0M | 12.10% |
| 5 | DLOCAL LTD | DLO | 1,913,998 | $27.1M | 3.56% |
| 6 | ALPHABET INC | GOOG | 47,401 | $14.8M | 1.95% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 46,110 | $14.0M | 1.84% |
| 8 | APPLE INC | AAPL | 49,735 | $13.5M | 1.78% |
| 9 | AIRBNB INC | ABNB | 93,701 | $12.7M | 1.67% |
| 10 | NVIDIA CORPORATION | NVDA | 66,213 | $12.3M | 1.62% |
| 11 | AMAZON COM INC | AMZN | 50,964 | $11.8M | 1.55% |
| 12 | BOOKING HOLDINGS INC | BKNG | 2,176 | $11.7M | 1.53% |
| 13 | NETFLIX INC | NFLX | 119,889 | $11.2M | 1.48% |
| 14 | MICROSOFT CORP | MSFT | 22,750 | $11.0M | 1.45% |
| 15 | META PLATFORMS INC | META | 15,336 | $10.1M | 1.33% |
| 16 | VTEX | VTEX | 222,514 | $836,653 | 0.11% |