Filed: 2/14/2025ACC: 0001213900-25-013875
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $461.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$461.08M
Total AUM (reported)
24.69M
Total Shares
Allocation by class
CL A$137.11M29.7%
COM$127.49M27.7%
COM CL A$92.64M20.1%
CAP STK CL A$50.69M11.0%
ORD SHS CL A$47.72M10.3%
UNIT SER 1$1.61M0.3%
SHS CL A$1.53M0.3%
Portfolio Concentration
Top 3$263.35M57.1%
4–10$196.64M42.6%
11–25$1.09M0.2%
Top 3 weight
57.1%
Top 10 weight
99.8%
Voting Authority Distribution
Total shares with voting rights: 24.69M
Sole
Full voting authority
24.69M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
STONECO LTD
SOLEShares11.62M
TypeSH
Market value$92.64M
20.09%
Sole
11.62M
Shared
0.00
None
0.00
XP INC
SOLEShares7.44M
TypeSH
Market value$88.12M
19.11%
Sole
7.44M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares48.57K
TypeSH
Market value$82.59M
17.91%
Sole
48.57K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares267.80K
TypeSH
Market value$50.69M
10.99%
Sole
267.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares83.67K
TypeSH
Market value$48.99M
10.63%
Sole
83.67K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.61M
TypeSH
Market value$47.72M
10.35%
Sole
4.61M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares204.67K
TypeSH
Market value$44.90M
9.74%
Sole
204.67K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.13K
TypeSH
Market value$1.61M
0.35%
Sole
3.13K
Shared
0.00
None
0.00
VTEX
SOLEShares260.36K
TypeSH
Market value$1.53M
0.33%
Sole
260.36K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares40.50K
TypeSH
Market value$1.19M
0.26%
Sole
40.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.08M
0.23%
Sole
35.93K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares82.10K
TypeSH
Market value$14.0K
<0.01%
Sole
82.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STONECO LTDSOLE | COM CL A | 11.62M | SH | $92.64M 20.09% | 11.62M | 0.00 | 0.00 |
XP INCSOLE | CL A | 7.44M | SH | $88.12M 19.11% | 7.44M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 48.57K | SH | $82.59M 17.91% | 48.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 267.80K | SH | $50.69M 10.99% | 267.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 83.67K | SH | $48.99M 10.63% | 83.67K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.61M | SH | $47.72M 10.35% | 4.61M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 204.67K | SH | $44.90M 9.74% | 204.67K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.13K | SH | $1.61M 0.35% | 3.13K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 260.36K | SH | $1.53M 0.33% | 260.36K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 40.50K | SH | $1.19M 0.26% | 40.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $1.08M 0.23% | 35.93K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 82.10K | SH | $14.0K <0.01% | 82.10K | 0.00 | 0.00 |