Filed: 8/14/2025ACC: 0001213900-25-076308
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $645.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$645.31M
Total AUM (reported)
30.24M
Total Shares
Allocation by class
ORD SHS CL A$171.09M26.5%
CL A$163.69M25.4%
COM CL A$145.90M22.6%
COM$128.27M19.9%
SPONSORED ADS$30.52M4.7%
UNIT SER 1$1.72M0.3%
SHS CL A$1.49M0.2%
Portfolio Concentration
Top 3$480.67M74.5%
4–10$164.64M25.5%
Top 3 weight
74.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 30.24M
Sole
Full voting authority
30.24M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
NU HLDGS LTD
SOLEShares12.47M
TypeSH
Market value$171.09M
26.51%
Sole
12.47M
Shared
0.00
None
0.00
XP INC
SOLEShares8.10M
TypeSH
Market value$163.69M
25.37%
Sole
8.10M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares9.10M
TypeSH
Market value$145.90M
22.61%
Sole
9.10M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares49.08K
TypeSH
Market value$128.27M
19.88%
Sole
49.08K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares134.75K
TypeSH
Market value$30.52M
4.73%
Sole
134.75K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.13K
TypeSH
Market value$1.72M
0.27%
Sole
3.13K
Shared
0.00
None
0.00
VTEX
SOLEShares226.06K
TypeSH
Market value$1.49M
0.23%
Sole
226.06K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares40.50K
TypeSH
Market value$1.39M
0.22%
Sole
40.50K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares35.93K
TypeSH
Market value$1.24M
0.19%
Sole
35.93K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares82.10K
TypeSH
Market value$6.7K
<0.01%
Sole
82.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 12.47M | SH | $171.09M 26.51% | 12.47M | 0.00 | 0.00 |
XP INCSOLE | CL A | 8.10M | SH | $163.69M 25.37% | 8.10M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 9.10M | SH | $145.90M 22.61% | 9.10M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 49.08K | SH | $128.27M 19.88% | 49.08K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 134.75K | SH | $30.52M 4.73% | 134.75K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.13K | SH | $1.72M 0.27% | 3.13K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 226.06K | SH | $1.49M 0.23% | 226.06K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 40.50K | SH | $1.39M 0.22% | 40.50K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 35.93K | SH | $1.24M 0.19% | 35.93K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | W EXP 07/27/2027 | 82.10K | SH | $6.7K <0.01% | 82.10K | 0.00 | 0.00 |