Filed: 5/16/2025ACC: 0001213900-25-044633
📋 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 $475.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$475.99M
Total AUM (reported)
25.10M
Total Shares
Allocation by class
CL A$166.82M35.0%
COM CL A$125.58M26.4%
COM$103.66M21.8%
CAP STK CL A$40.74M8.6%
ORD SHS CL A$33.84M7.1%
UNIT SER 1$1.47M0.3%
CSI CHI INTERNET$1.41M0.3%
Portfolio Concentration
Top 3$336.25M70.6%
4–10$138.51M29.1%
11–25$1.23M0.3%
Top 3 weight
70.6%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 25.10M
Sole
Full voting authority
25.10M
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
SOLEShares11.98M
TypeSH
Market value$125.58M
26.38%
Sole
11.98M
Shared
0.00
None
0.00
XP INC
SOLEShares8.94M
TypeSH
Market value$122.95M
25.83%
Sole
8.94M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares44.96K
TypeSH
Market value$87.72M
18.43%
Sole
44.96K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares76.11K
TypeSH
Market value$43.87M
9.22%
Sole
76.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares263.45K
TypeSH
Market value$40.74M
8.56%
Sole
263.45K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.30M
TypeSH
Market value$33.84M
7.11%
Sole
3.30M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares83.81K
TypeSH
Market value$15.95M
3.35%
Sole
83.81K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.13K
TypeSH
Market value$1.47M
0.31%
Sole
3.13K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares40.50K
TypeSH
Market value$1.41M
0.30%
Sole
40.50K
Shared
0.00
None
0.00
VTEX
SOLEShares243.31K
TypeSH
Market value$1.23M
0.26%
Sole
243.31K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.22M
0.26%
Sole
35.93K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares82.10K
TypeSH
Market value$10.8K
<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 | 11.98M | SH | $125.58M 26.38% | 11.98M | 0.00 | 0.00 |
XP INCSOLE | CL A | 8.94M | SH | $122.95M 25.83% | 8.94M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 44.96K | SH | $87.72M 18.43% | 44.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 76.11K | SH | $43.87M 9.22% | 76.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 263.45K | SH | $40.74M 8.56% | 263.45K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.30M | SH | $33.84M 7.11% | 3.30M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 83.81K | SH | $15.95M 3.35% | 83.81K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.13K | SH | $1.47M 0.31% | 3.13K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 40.50K | SH | $1.41M 0.30% | 40.50K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 243.31K | SH | $1.23M 0.26% | 243.31K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $1.22M 0.26% | 35.93K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 82.10K | SH | $10.8K <0.01% | 82.10K | 0.00 | 0.00 |