Institutional
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK 0001832439
$713.7M
Reported AUM
15
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $258.9M | 36.28% | -11,794,197 | -39.6% |
| 2 | XP | XP INC | $179.5M | 25.15% | -13,090,922 | -58.1% |
| 3 | MELI | MERCADOLIBRE INC | $53.9M | 7.55% | -102,783 | -76.7% |
| 4 | AMZN | AMAZON COM INC | $47.5M | 6.66% | +126,223 | +123.8% |
| 5 | MSFT | MICROSOFT CORP | $44.6M | 6.25% | +75,056 | +165.0% |
| 6 | DLO | DLOCAL LTD | $26.9M | 3.76% | -1,756,277 | -45.9% |
| 7 | NVDA | NVIDIA CORPORATION | $14.9M | 2.08% | -47,149 | -35.6% |
| 8 | GOOGL | ALPHABET INC | $14.6M | 2.04% | -44,086 | -46.5% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $14.3M | 2.00% | -49,959 | -54.2% |
| 10 | AAPL | APPLE INC | $13.6M | 1.90% | -46,028 | -46.3% |
| 11 | ABNB | AIRBNB INC | $12.7M | 1.78% | -86,844 | -46.3% |
| 12 | NFLX | NETFLIX INC. | $12.3M | 1.73% | -111,452 | -46.5% |
| 13 | BKNG | BOOKING HOLDINGS INC | $9.8M | 1.38% | +54,073 | +1242.5% |
| 14 | META | META PLATFORMS INC | $9.4M | 1.32% | -14,236 | -46.4% |
| 15 | VTEX | VTEX | $773K | 0.11% | -205,335 | -51.5% |
Source: SEC EDGAR · accession 0001213900-26-057292. 13F discloses long positions only — shorts, foreign equities, and options are excluded.