Filed: 5/15/2023ACC: 0000950159-23-000169
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $344.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$344.98M
Total AUM (reported)
18.75M
Total Shares
Allocation by class
COM$195.28M56.6%
ORD SHS CL A$77.47M22.5%
CL A$58.71M17.0%
UNIT SER 1$5.94M1.7%
U.S. TECH ETF$1.87M0.5%
CSI CHI INTERNET$1.26M0.4%
CHINADIV EX FI$1.25M0.4%
Portfolio Concentration
Top 3$265.63M77.0%
4–10$77.30M22.4%
11–25$2.05M0.6%
Top 3 weight
77.0%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 18.75M
Sole
Full voting authority
18.75M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
MERCADOLIBRE INC
SOLEShares98.21K
TypeSH
Market value$129.45M
37.52%
Sole
98.21K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares16.28M
TypeSH
Market value$77.47M
22.46%
Sole
16.28M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares277.02K
TypeSH
Market value$58.71M
17.02%
Sole
277.02K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares527.27K
TypeSH
Market value$54.46M
15.79%
Sole
527.27K
Shared
0.00
None
0.00
TESLA INC
SOLEShares54.80K
TypeSH
Market value$11.37M
3.30%
Sole
54.80K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares18.51K
TypeSH
Market value$5.94M
1.72%
Sole
18.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.14K
TypeSH
Market value$1.87M
0.54%
Sole
20.14K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares40.50K
TypeSH
Market value$1.26M
0.37%
Sole
40.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.25M
0.36%
Sole
35.93K
Shared
0.00
None
0.00
VTEX
SOLEShares299K
TypeSH
Market value$1.15M
0.33%
Sole
299K
Shared
0.00
None
0.00
MELI KASZEK PIONEER CORP
SOLEShares99.25K
TypeSH
Market value$1.01M
0.29%
Sole
99.25K
Shared
0.00
None
0.00
INTER & CO INC
SOLEShares521.83K
TypeSH
Market value$887.1K
0.26%
Sole
521.83K
Shared
0.00
None
0.00
AMBIPAR EMERGENCY RESPONSE
SOLEShares479.11K
TypeSH
Market value$153.3K
0.04%
Sole
479.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 98.21K | SH | $129.45M 37.52% | 98.21K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 16.28M | SH | $77.47M 22.46% | 16.28M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 277.02K | SH | $58.71M 17.02% | 277.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 527.27K | SH | $54.46M 15.79% | 527.27K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 54.80K | SH | $11.37M 3.30% | 54.80K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.51K | SH | $5.94M 1.72% | 18.51K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 20.14K | SH | $1.87M 0.54% | 20.14K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 40.50K | SH | $1.26M 0.37% | 40.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $1.25M 0.36% | 35.93K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 299K | SH | $1.15M 0.33% | 299K | 0.00 | 0.00 |
MELI KASZEK PIONEER CORPSOLE | CLASS A ORD | 99.25K | SH | $1.01M 0.29% | 99.25K | 0.00 | 0.00 |
INTER & CO INCSOLE | CLASS A COM | 521.83K | SH | $887.1K 0.26% | 521.83K | 0.00 | 0.00 |
AMBIPAR EMERGENCY RESPONSESOLE | *W EXP 99/99/999 | 479.11K | SH | $153.3K 0.04% | 479.11K | 0.00 | 0.00 |