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
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NU HLDGS LTD | NU | +15,552,726 | +$260.4M | +$10.4M |
| ADD | MERCADOLIBRE INC | MELI | +119,291 | +$240.3M | -$4.7M |
| EXITED | STONECO LTD | G85158106 | -8,938,117 | -$169.0M | $0 |
| ADD | XP INC | XP | +10,262,000 | +$168.0M | -$4.9M |
| NEW | DLOCAL LTD | DLO | +3,827,996 | +$54.1M | $0 |
| NEW | AIRBNB INC | ABNB | +187,402 | +$25.4M | $0 |
| NEW | BOOKING HOLDINGS INC | BKNG | +4,352 | +$23.3M | $0 |
| ADD | NETFLIX INC | NFLX | +234,019 | +$21.9M | -$6.4M |
| ADD | ALPHABET INC | GOOG | +34,899 | +$10.9M | +$4.2M |
| ADD | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +33,384 | +$10.1M | +$1.4M |
Sector Allocation
Filing History
- 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
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% |