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ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $832,043,719
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $315,791,322
- MERCADOLIBRE INC · COM · 58733R102 · shares: $125,557,636
- DLOCAL LTD · CLASS A COM · G29018101 · shares: $51,856,106
- INTER & CO INC · CLASS A COM · G4R20B107 · shares: $40,749,343
- XP INC · CL A · G98239109 · shares · CALL: $35,628,912
- XP INC · CL A · G98239109 · shares: $33,866,361
- META PLATFORMS INC · CL A · 30303M102 · shares: $32,115,979
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $31,803,428
- MICROSOFT CORP · COM · 594918104 · shares: $31,240,052
- AMAZON COM INC · COM · 023135106 · shares: $28,856,062
Reported holdings
17 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 23,637,075 shares | $315,791,322 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 73,971 shares | $125,557,636 |
| DLOCAL LTD | CLASS A COM | G29018101 | — | 3,990,466 shares | $51,856,106 |
| INTER & CO INC | CLASS A COM | G4R20B107 | — | 7,504,483 shares | $40,749,343 |
| XP INC | CL A | G98239109 | CALL | 2,191,200 shares | $35,628,912 |
| XP INC | CL A | G98239109 | — | 2,082,802 shares | $33,866,361 |
| META PLATFORMS INC | CL A | 30303M102 | — | 57,015 shares | $32,115,979 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 88,993 shares | $31,803,428 |
| MICROSOFT CORP | COM | 594918104 | — | 83,749 shares | $31,240,052 |
| AMAZON COM INC | COM | 023135106 | — | 121,071 shares | $28,856,062 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 59,225 shares | $28,284,083 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 119,301 shares | $23,870,937 |
| APPLE INC | COM | 037833100 | — | 52,922 shares | $15,313,510 |
| AIRBNB INC | COM CL A | 009066101 | — | 99,452 shares | $14,231,581 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 73,101 shares | $13,029,522 |
| NETFLIX INC. | COM | 64110L106 | — | 127,225 shares | $9,083,865 |
| VTEX | SHS CL A | G9470A102 | — | 191,255 shares | $765,020 |