Filed: 2/17/2026ACC: 0001213900-26-017461
📋 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 $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$1.44B
Total AUM (reported)
57.72M
Total Shares
Allocation by class
ORD SHS CL A$499.08M34.7%
COM$412.88M28.7%
CL A$388.89M27.0%
CLASS A COM$54.13M3.8%
CAP STK CL A$29.67M2.1%
SPONSORED ADS$28.02M1.9%
COM CL A$25.43M1.8%
Portfolio Concentration
Top 3$1.14B79.0%
4–10$212.53M14.8%
11–25$89.54M6.2%
Top 3 weight
79.0%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 57.72M
Sole
Full voting authority
57.72M
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
SOLEShares29.81M
TypeSH
Market value$499.08M
34.67%
Sole
29.81M
Shared
0.00
None
0.00
XP INC
SOLEShares22.52M
TypeSH
Market value$368.65M
25.61%
Sole
22.52M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares133.96K
TypeSH
Market value$269.82M
18.74%
Sole
133.96K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares3.83M
TypeSH
Market value$54.13M
3.76%
Sole
3.83M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares94.80K
TypeSH
Market value$29.67M
2.06%
Sole
94.80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares92.22K
TypeSH
Market value$28.02M
1.95%
Sole
92.22K
Shared
0.00
None
0.00
APPLE INC
SOLEShares99.47K
TypeSH
Market value$27.04M
1.88%
Sole
99.47K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares187.40K
TypeSH
Market value$25.43M
1.77%
Sole
187.40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares132.43K
TypeSH
Market value$24.70M
1.72%
Sole
132.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares101.93K
TypeSH
Market value$23.53M
1.63%
Sole
101.93K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.35K
TypeSH
Market value$23.31M
1.62%
Sole
4.35K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares239.78K
TypeSH
Market value$22.48M
1.56%
Sole
239.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.50K
TypeSH
Market value$22.00M
1.53%
Sole
45.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30.67K
TypeSH
Market value$20.25M
1.41%
Sole
30.67K
Shared
0.00
None
0.00
VTEX
SOLEShares398.51K
TypeSH
Market value$1.50M
0.10%
Sole
398.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 29.81M | SH | $499.08M 34.67% | 29.81M | 0.00 | 0.00 |
XP INCSOLE | CL A | 22.52M | SH | $368.65M 25.61% | 22.52M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 133.96K | SH | $269.82M 18.74% | 133.96K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 3.83M | SH | $54.13M 3.76% | 3.83M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 94.80K | SH | $29.67M 2.06% | 94.80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 92.22K | SH | $28.02M 1.95% | 92.22K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.47K | SH | $27.04M 1.88% | 99.47K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 187.40K | SH | $25.43M 1.77% | 187.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 132.43K | SH | $24.70M 1.72% | 132.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 101.93K | SH | $23.53M 1.63% | 101.93K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.35K | SH | $23.31M 1.62% | 4.35K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 239.78K | SH | $22.48M 1.56% | 239.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.50K | SH | $22.00M 1.53% | 45.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.67K | SH | $20.25M 1.41% | 30.67K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 398.51K | SH | $1.50M 0.10% | 398.51K | 0.00 | 0.00 |