Atmos Capital Gestao De Recursos Ltda.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$713.7M
Q ending 2026-03-31
Prior quarter
$760.5M
Q ending 2025-12-31
Change
-6.1% QoQ · +49.9% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nu Hldgs Ltd | Shares | $258.9M | 18.0M | |
| Xp Inc | Call | $134.2M | 7.0M | |
| Mercadolibre Inc | MELI | Shares | $53.9M | 31K |
| Amazon Com Inc | AMZN | Shares | $47.5M | 228K |
| Xp Inc | Shares | $45.4M | 2.4M | |
| Microsoft Corp | MSFT | Shares | $44.6M | 121K |
| Dlocal Ltd | Shares | $26.9M | 2.1M | |
| Nvidia Corporation | NVDA | Shares | $14.9M | 85K |
| Alphabet Inc | GOOGL | Shares | $14.6M | 51K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $14.3M | 42K |
| Apple Inc | AAPL | Shares | $13.6M | 53K |
| Airbnb Inc | ABNB | Shares | $12.7M | 101K |
| Netflix Inc. | NFLX | Shares | $12.3M | 128K |
| Booking Holdings Inc | BKNG | Shares | $9.8M | 58K |
| Meta Platforms Inc | META | Shares | $9.4M | 16K |
| Vtex | Shares | $773K | 193K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.