Filed: 2/14/2023ACC: 0000950159-23-000065
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $575.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$575.48M
Total AUM (reported)
34.95M
Total Shares
Allocation by class
COM$296.71M51.6%
ORD SHS CL A$119.59M20.8%
CAP STK CL A$78.81M13.7%
CL A$65.86M11.4%
UNIT SER 1$7.72M1.3%
U.S. TECH ETF$1.50M0.3%
CHINADIV EX FI$1.25M0.2%
Portfolio Concentration
Top 3$303.01M52.7%
4–10$259.80M45.1%
11–25$12.67M2.2%
Top 3 weight
52.7%
Top 10 weight
97.8%
Voting Authority Distribution
Total shares with voting rights: 34.95M
Sole
Full voting authority
34.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
NU HLDGS LTD
SOLEShares29.38M
TypeSH
Market value$119.59M
20.78%
Sole
29.38M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares119K
TypeSH
Market value$100.70M
17.50%
Sole
119K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares344.88K
TypeSH
Market value$82.71M
14.37%
Sole
344.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares893.19K
TypeSH
Market value$78.81M
13.69%
Sole
893.19K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares829.88K
TypeSH
Market value$69.71M
12.11%
Sole
829.88K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares351.60K
TypeSH
Market value$42.31M
7.35%
Sole
351.60K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares241.52K
TypeSH
Market value$32.02M
5.56%
Sole
241.52K
Shared
0.00
None
0.00
XP INC
SOLEShares1.29M
TypeSH
Market value$19.72M
3.43%
Sole
1.29M
Shared
0.00
None
0.00
TESLA INC
SOLEShares77.20K
TypeSH
Market value$9.51M
1.65%
Sole
77.20K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares29.01K
TypeSH
Market value$7.72M
1.34%
Sole
29.01K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares110.44K
TypeSH
Market value$3.83M
0.67%
Sole
110.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.78K
TypeSH
Market value$2.05M
0.36%
Sole
15.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.14K
TypeSH
Market value$1.50M
0.26%
Sole
20.14K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.25M
0.22%
Sole
35.93K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares40.50K
TypeSH
Market value$1.22M
0.21%
Sole
40.50K
Shared
0.00
None
0.00
VTEX
SOLEShares313.44K
TypeSH
Market value$1.18M
0.20%
Sole
313.44K
Shared
0.00
None
0.00
MELI KASZEK PIONEER CORP
SOLEShares99.25K
TypeSH
Market value$990.5K
0.17%
Sole
99.25K
Shared
0.00
None
0.00
INTER & CO INC
SOLEShares187.26K
TypeSH
Market value$443.8K
0.08%
Sole
187.26K
Shared
0.00
None
0.00
HPX CORP
SOLEShares495.83K
TypeSH
Market value$208.2K
0.04%
Sole
495.83K
Shared
0.00
None
0.00
LDH GROWTH CORP I
SOLEShares79.27K
TypeSH
Market value$1.7K
<0.01%
Sole
79.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 29.38M | SH | $119.59M 20.78% | 29.38M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 119K | SH | $100.70M 17.50% | 119K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 344.88K | SH | $82.71M 14.37% | 344.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 893.19K | SH | $78.81M 13.69% | 893.19K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 829.88K | SH | $69.71M 12.11% | 829.88K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 351.60K | SH | $42.31M 7.35% | 351.60K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 241.52K | SH | $32.02M 5.56% | 241.52K | 0.00 | 0.00 |
XP INCSOLE | CL A | 1.29M | SH | $19.72M 3.43% | 1.29M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 77.20K | SH | $9.51M 1.65% | 77.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 29.01K | SH | $7.72M 1.34% | 29.01K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 110.44K | SH | $3.83M 0.67% | 110.44K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.78K | SH | $2.05M 0.36% | 15.78K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 20.14K | SH | $1.50M 0.26% | 20.14K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $1.25M 0.22% | 35.93K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 40.50K | SH | $1.22M 0.21% | 40.50K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 313.44K | SH | $1.18M 0.20% | 313.44K | 0.00 | 0.00 |
MELI KASZEK PIONEER CORPSOLE | CLASS A ORD | 99.25K | SH | $990.5K 0.17% | 99.25K | 0.00 | 0.00 |
INTER & CO INCSOLE | CLASS A COM | 187.26K | SH | $443.8K 0.08% | 187.26K | 0.00 | 0.00 |
HPX CORPSOLE | *W EXP 07/14/202 | 495.83K | SH | $208.2K 0.04% | 495.83K | 0.00 | 0.00 |
LDH GROWTH CORP ISOLE | *W EXP 03/17/202 | 79.27K | SH | $1.7K <0.01% | 79.27K | 0.00 | 0.00 |