Filed: 2/14/2024ACC: 0000950159-24-000082
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $870.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$870.91M
Total AUM (reported)
45.42M
Total Shares
Allocation by class
CL A$266.43M30.6%
ORD SHS CL A$263.17M30.2%
COM$229.34M26.3%
CLASS A COM$50.56M5.8%
COM CL A$42.54M4.9%
SPONSORED ADR$12.12M1.4%
SHS CL A$1.84M0.2%
Portfolio Concentration
Top 3$600.59M69.0%
4–10$266.03M30.5%
11–25$4.28M0.5%
Top 3 weight
69.0%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 45.42M
Sole
Full voting authority
45.42M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
NU HLDGS LTD
SOLEShares31.59M
TypeSH
Market value$263.17M
30.22%
Sole
31.59M
Shared
0.00
None
0.00
XP INC
SOLEShares7.13M
TypeSH
Market value$185.80M
21.33%
Sole
7.13M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares96.48K
TypeSH
Market value$151.62M
17.41%
Sole
96.48K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares227.79K
TypeSH
Market value$80.63M
9.26%
Sole
227.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares511.52K
TypeSH
Market value$77.72M
8.92%
Sole
511.52K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares2.81M
TypeSH
Market value$49.76M
5.71%
Sole
2.81M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares2.36M
TypeSH
Market value$42.54M
4.88%
Sole
2.36M
Shared
0.00
None
0.00
ANHEUSER BUSCH INBEV SA/NV
SOLEShares187.56K
TypeSH
Market value$12.12M
1.39%
Sole
187.56K
Shared
0.00
None
0.00
VTEX
SOLEShares267.46K
TypeSH
Market value$1.84M
0.21%
Sole
267.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.56K
TypeSH
Market value$1.42M
0.16%
Sole
11.56K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.13K
TypeSH
Market value$1.28M
0.15%
Sole
3.13K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares40.50K
TypeSH
Market value$1.09M
0.13%
Sole
40.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.01M
0.12%
Sole
35.93K
Shared
0.00
None
0.00
INTER & CO INC
SOLEShares143.39K
TypeSH
Market value$797.2K
0.09%
Sole
143.39K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares1.87K
TypeSH
Market value$106.1K
0.01%
Sole
1.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 31.59M | SH | $263.17M 30.22% | 31.59M | 0.00 | 0.00 |
XP INCSOLE | CL A | 7.13M | SH | $185.80M 21.33% | 7.13M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 96.48K | SH | $151.62M 17.41% | 96.48K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 227.79K | SH | $80.63M 9.26% | 227.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 511.52K | SH | $77.72M 8.92% | 511.52K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 2.81M | SH | $49.76M 5.71% | 2.81M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 2.36M | SH | $42.54M 4.88% | 2.36M | 0.00 | 0.00 |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 187.56K | SH | $12.12M 1.39% | 187.56K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 267.46K | SH | $1.84M 0.21% | 267.46K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 11.56K | SH | $1.42M 0.16% | 11.56K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.13K | SH | $1.28M 0.15% | 3.13K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 40.50K | SH | $1.09M 0.13% | 40.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $1.01M 0.12% | 35.93K | 0.00 | 0.00 |
INTER & CO INCSOLE | CLASS A COM | 143.39K | SH | $797.2K 0.09% | 143.39K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 1.87K | SH | $106.1K 0.01% | 1.87K | 0.00 | 0.00 |