Holders — by stockHoldings — by fund
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001832439
$832.0M
disclosed book value
16
positions
38%
largest position share
Positions, as of 2026-06-30
top 17 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NU HLDGS LTD | 23.6M | $315.8M | 38% |
| 2 | MELIMERCADOLIBRE INC | 73,971 | $125.6M | 15.1% |
| 3 | DLOCAL LTD | 4.0M | $51.9M | 6.2% |
| 4 | INTER & CO INC | 7.5M | $40.7M | 4.9% |
| 5 | XP INCCALL | 2.2M | $35.6M | 4.3% |
| 6 | XP INC | 2.1M | $33.9M | 4.1% |
| 7 | METAMETA PLATFORMS INC | 57,015 | $32.1M | 3.9% |
| 8 | GOOGLALPHABET INC | 88,993 | $31.8M | 3.8% |
| 9 | MSFTMICROSOFT CORP | 83,749 | $31.2M | 3.8% |
| 10 | AMZNAMAZON COM INC | 121,071 | $28.9M | 3.5% |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 59,225 | $28.3M | 3.4% |
| 12 | NVDANVIDIA CORPORATION | 119,301 | $23.9M | 2.9% |
| 13 | AAPLAPPLE INC | 52,922 | $15.3M | 1.8% |
| 14 | ABNBAIRBNB INC | 99,452 | $14.2M | 1.7% |
| 15 | BKNGBOOKING HOLDINGS INC | 73,101 | $13.0M | 1.6% |
| 16 | NFLXNETFLIX INC. | 127,225 | $9.1M | 1.1% |
| 17 | VTEX | 191,255 | $765,020 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.