Institutional Manager · CIK 0001832439
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Leblon - Rio De Janeiro, D5 · File #028-20396
Latest AUM
$1.44B
Positions
16
Top-10 Concentration
92.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 202516 pos · $760.5M
- 13F HOLDINGS REPORTQ/E Dec 202516 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Sep 202517 pos · $745.3M
- 13F HOLDINGS REPORTQ/E Jun 202510 pos · $645.3M
- 13F HOLDINGS REPORTQ/E Mar 202512 pos · $476.0M
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $461.1M
- 13F HOLDINGS REPORTQ/E Sep 202413 pos · $700.8M
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $713.5M
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $819.8M
- 13F HOLDINGS REPORTQ/E Dec 202314 pos · $795.8M
- 13F HOLDINGS REPORTQ/E Sep 202312 pos · $624.9M
- 13F HOLDINGS REPORTQ/E Jun 202313 pos · $345.0M
- 13F HOLDINGS REPORTQ/E Mar 202320 pos · $575.5M
Top 16 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |