Q4 2025 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2026-02-17 · accession 0001213900-26-017461
$1.44B
Reported value
16
Positions
2025-12-31
Period end
The Brief · ATMOS CAPITAL GESTAO DE RECURSOS LTDA. · Q4 2025
AI · grounded in 13F
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. closed its position in STONECO LTD, reducing exposure by $169.0M. The fund established new positions in DLOCAL LTD ($54.1M), ABNB ($25.4M), and BKNG ($23.3M). Additionally, the fund increased its holdings in MELI by 813.4%, NU HLDGS LTD by 109.1%, and XP INC by 117.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $499.1M | 34.7% | 29,813,810 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $269.8M | 18.7% | 133,956 | Common | SOLE |
| G98239109 | XP | XP INC | $200.9M | 14.0% | 12,272,000 | CALL | SOLE |
| G98239109 | XP | XP INC | $167.8M | 11.7% | 10,247,560 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $54.1M | 3.76% | 3,827,996 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $29.7M | 2.06% | 94,802 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $28.0M | 1.95% | 92,220 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $27.0M | 1.88% | 99,470 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $25.4M | 1.77% | 187,402 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $24.7M | 1.72% | 132,426 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $23.5M | 1.63% | 101,928 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $23.3M | 1.62% | 4,352 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $22.5M | 1.56% | 239,778 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $22.0M | 1.53% | 45,500 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $20.2M | 1.41% | 30,672 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.5M | 0.10% | 398,508 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.