ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13F Holdings

CIK 0001832439 · Leblon - Rio de Janeiro, D5

As of Sep 30, 2025, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 16 positions worth $745.3M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
NU HOLDINGS LTDNUFinancial Services14,261,084$228.3M30.64%
XP INCXPFinancial Services10,358,466 94.6M26.12%
STONECO LTDSTNETechnology8,938,117 69.0M22.68%
MERCADOLIBRE INCMELIConsumer Cyclical14,665$34.3M4.60%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology58,836 6.4M2.20%
APPLE INCAAPLTechnology63,293 6.1M2.16%
NVIDIA CORPNVDATechnology84,565 5.8M2.12%
MICROSOFT CORPMSFTTechnology29,235 5.1M2.03%
ALPHABET INCGOOGLEquity59,903 4.6M1.95%
META PLATFORMS INCMETACommunication Services19,706 4.5M1.94%
AMAZON.COM INCAMZNEquity65,304 4.3M1.92%
NETFLIX INCNFLXCommunication Services5,759$6.9M0.93%
INVESCO QQQ TRUST SERIES 1QQQ—2,592 .6M0.21%
KRANESHARES CSI CHINA INTERNET ETFKWEB—33,566 .4M0.19%
WISDOMTREE TR——29,779 .3M0.18%
VTEXVTEXTechnology223,027$976.9K0.13%