ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Leblon - Rio de Janeiro, D5 · CIK 1832439 · 13F filing filed 2026-08-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityATMOS CAPITAL GESTAO DE RECURSOS LTDA (BR)
$796.4m
reported value
+37.4% vs Q1 2026
16positions
90.4%in top 10
1 new
7 added
8 reduced
0 sold out
vs Q1 2026
Options: 1 call positions ($35.6m notional), 0 put positions (— notional) – listed below, not included above.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| NU HLDGS LTD NU | $315.8m39.65% | Added +5.6m |
| MERCADOLIBRE INC MELI | $125.6m15.77% | Added +42.8k |
| DLOCAL LTD DLO | $51.9m6.51% | Added +1.9m |
| INTER & CO INC INTR | $40.7m5.12% | New |
| XP INC XP | $33.9m4.25% | Reduced -299.7k |
| META PLATFORMS INC META | $32.1m4.03% | Added +40.6k |
| ALPHABET INC GOOGL | $31.8m3.99% | Added +38.3k |
| MICROSOFT CORP MSFT | $31.2m3.92% | Reduced -36.8k |
| AMAZON COM INC AMZN | $28.9m3.62% | Reduced -107.1k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $28.3m3.55% | Added +17.0k |
| NVIDIA CORPORATION NVDA | $23.9m3.00% | Added +34.0k |
| APPLE INC AAPL | $15.3m1.92% | Reduced -520 |
| AIRBNB INC ABNB | $14.2m1.79% | Reduced -1.1k |
| BOOKING HOLDINGS INC BKNG | $13.0m1.64% | Reduced -1.4m |
| NETFLIX INC NFLX | $9.1m1.14% | Reduced -1.1k |
| VTEX VTEX | $765.0k0.10% | Reduced -1.9k |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| XP INC XP · Call | $35.6m2.2m shares | Reduced |