Filed: 5/15/2024ACC: 0000950159-24-000160
📋 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 $819.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$819.80M
Total AUM (reported)
37.83M
Total Shares
Allocation by class
ORD SHS CL A$327.30M39.9%
COM$268.37M32.7%
CL A$86.98M10.6%
CLASS A COM$59.41M7.2%
COM CL A$48.10M5.9%
SPONSORED ADR$22.46M2.7%
SHS CL A$2.22M0.3%
Portfolio Concentration
Top 3$595.66M72.7%
4–10$220.74M26.9%
11–25$3.40M0.4%
Top 3 weight
72.7%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 37.83M
Sole
Full voting authority
37.83M
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:
NU HLDGS LTD
SOLEShares27.43M
TypeSH
Market value$327.30M
39.92%
Sole
27.43M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares117.89K
TypeSH
Market value$178.25M
21.74%
Sole
117.89K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares499.60K
TypeSH
Market value$90.12M
10.99%
Sole
499.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares179.13K
TypeSH
Market value$86.98M
10.61%
Sole
179.13K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares2.90M
TypeSH
Market value$48.10M
5.87%
Sole
2.90M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares2.81M
TypeSH
Market value$41.36M
5.05%
Sole
2.81M
Shared
0.00
None
0.00
ANHEUSER BUSCH INBEV SA/NV
SOLEShares369.52K
TypeSH
Market value$22.46M
2.74%
Sole
369.52K
Shared
0.00
None
0.00
INTER & CO INC
SOLEShares3.16M
TypeSH
Market value$18.04M
2.20%
Sole
3.16M
Shared
0.00
None
0.00
VTEX
SOLEShares272.28K
TypeSH
Market value$2.22M
0.27%
Sole
272.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.56K
TypeSH
Market value$1.56M
0.19%
Sole
11.56K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.13K
TypeSH
Market value$1.39M
0.17%
Sole
3.13K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares40.50K
TypeSH
Market value$1.06M
0.13%
Sole
40.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$947.8K
0.12%
Sole
35.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 27.43M | SH | $327.30M 39.92% | 27.43M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 117.89K | SH | $178.25M 21.74% | 117.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 499.60K | SH | $90.12M 10.99% | 499.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 179.13K | SH | $86.98M 10.61% | 179.13K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 2.90M | SH | $48.10M 5.87% | 2.90M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 2.81M | SH | $41.36M 5.05% | 2.81M | 0.00 | 0.00 |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 369.52K | SH | $22.46M 2.74% | 369.52K | 0.00 | 0.00 |
INTER & CO INCSOLE | CLASS A COM | 3.16M | SH | $18.04M 2.20% | 3.16M | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 272.28K | SH | $2.22M 0.27% | 272.28K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 11.56K | SH | $1.56M 0.19% | 11.56K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.13K | SH | $1.39M 0.17% | 3.13K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 40.50K | SH | $1.06M 0.13% | 40.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $947.8K 0.12% | 35.93K | 0.00 | 0.00 |