Q1 2026 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2026-05-15 · accession 0001213900-26-057292
$713.7M
Reported value
16
Positions
2026-03-31
Period end
The Brief · ATMOS CAPITAL GESTAO DE RECURSOS LTDA. · Q1 2026
AI · grounded in 13F
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. increased its position in MSFT by 164.96%. The fund also accumulated shares of AMZN by 123.84%. These additions occurred alongside reductions in several holdings, most notably a 76.73% trim of MELI and a 58.13% reduction in XP INC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $258.9M | 36.3% | 18,019,613 | Common | SOLE |
| G98239109 | XP | XP INC | $134.2M | 18.8% | 7,046,100 | CALL | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $53.9M | 7.55% | 31,173 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $47.5M | 6.66% | 228,151 | Common | SOLE |
| G98239109 | XP | XP INC | $45.4M | 6.36% | 2,382,538 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $44.6M | 6.25% | 120,556 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $26.9M | 3.76% | 2,071,719 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $14.9M | 2.08% | 85,277 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $14.6M | 2.04% | 50,716 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $14.3M | 2.00% | 42,261 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $13.6M | 1.90% | 53,442 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $12.7M | 1.78% | 100,558 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $12.3M | 1.73% | 128,326 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $9.8M | 1.38% | 58,425 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $9.4M | 1.32% | 16,436 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $772,692 | 0.11% | 193,173 | 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.