ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$645.3B

Holdings

10

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
NUNU HLDGS LTD
12,469,985$171.1B26.51%
2
XPXP INC
8,103,248$163.7B25.37%
3
STNESTONECO LTD
9,096,070$145.9B22.61%
4
MLB1MERCADOLIBRE INC
49,076$128.3B19.88%
5
TSMTAIWAN SEMICONDUCTOR MFG LTD
134,754$30.5B4.73%
6
NDQINVESCO QQQ TR
3,127$1.7B0.27%
7
VTEXVTEX
226,055$1.5B0.23%
8
KWEBKRANESHARES TR
40,500$1.4B0.22%
9
CXSEWISDOMTREE TR
35,930$1.2B0.19%
10
WALDWALDENCAST PLC
82,102$6.7M0.00%