ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK: 0001832439Latest portfolio: $1.4B · Q4 2025
Holdings
15
Total Value
$1.4B
New Positions
3
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 29,813,810 | $499.0M | 34.68% | +15.6M | |
| 2 | XPXP INC | 22,519,560 | $367.0M | 25.50% | +12.2M | Call |
| 3 | MLB1MERCADOLIBRE INC | 133,956 | $269.0M | 18.69% | +119K | |
| 4 | DLODLOCAL LTD | 3,827,996 | $54.0M | 3.75% | NEW | |
| 5 | GOOGLALPHABET INC | 94,802 | $29.0M | 2.02% | +35K | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 92,220 | $28.0M | 1.95% | +33K | |
| 7 | AAPLAPPLE INC | 99,470 | $27.0M | 1.88% | +36K | |
| 8 | ABNBAIRBNB INC | 187,402 | $25.0M | 1.74% | NEW | |
| 9 | NVDANVIDIA CORPORATION | 132,426 | $24.0M | 1.67% | +48K | |
| 10 | AMZNAMAZON COM INC | 101,928 | $23.0M | 1.60% | +37K | |
| 11 | BKNGBOOKING HOLDINGS INC | 4,352 | $23.0M | 1.60% | NEW | |
| 12 | MSFTMICROSOFT CORP | 45,500 | $22.0M | 1.53% | +16K | |
| 13 | NFLXNETFLIX INC | 239,778 | $22.0M | 1.53% | +234K | |
| 14 | METAMETA PLATFORMS INC | 30,672 | $20.0M | 1.39% | +11K | |
| 15 | VTEXVTEX | 398,508 | $1.0M | 0.07% | +175K |
Quarterly Changes
Sector Breakdown
Technology0.0% ($54000280002700025856.0T)
Communication Services0.0% ($290002.2T)
Consumer Cyclical0.0% ($250002.3T)
Financial Services0.0% ($499.0T)
Unknown0.0% ($269.0M)
Filing History
Fund Information
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4B across 15 holdings. The largest position is NU HLDGS LTD (NU), representing 34.7% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.