Filed: 8/14/2026ACC: 0001213900-26-089672
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $832.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$832.04M
Total AUM (reported)
40.55M
Total Shares
Allocation by class
ORD SHS CL A$315.79M38.0%
COM$246.95M29.7%
CL A$101.61M12.2%
CLASS A COM$92.61M11.1%
CAP STK CL A$31.80M3.8%
SPONSORED ADS$28.28M3.4%
COM CL A$14.23M1.7%
Portfolio Concentration
Top 3$510.84M61.4%
4–10$244.91M29.4%
11–25$76.29M9.2%
Top 3 weight
61.4%
Top 10 weight
90.8%
Voting Authority Distribution
Total shares with voting rights: 40.55M
Sole
Full voting authority
40.55M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
NU HLDGS LTD
SOLEShares23.64M
TypeSH
Market value$315.79M
37.95%
Sole
23.64M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares73.97K
TypeSH
Market value$125.56M
15.09%
Sole
73.97K
Shared
0.00
None
0.00
XP INC
SOLEShares4.27M
TypeSH
Market value$69.50M
8.35%
Sole
4.27M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares3.99M
TypeSH
Market value$51.86M
6.23%
Sole
3.99M
Shared
0.00
None
0.00
INTER & CO INC
SOLEShares7.50M
TypeSH
Market value$40.75M
4.90%
Sole
7.50M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares57.02K
TypeSH
Market value$32.12M
3.86%
Sole
57.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares88.99K
TypeSH
Market value$31.80M
3.82%
Sole
88.99K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83.75K
TypeSH
Market value$31.24M
3.75%
Sole
83.75K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares121.07K
TypeSH
Market value$28.86M
3.47%
Sole
121.07K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares59.23K
TypeSH
Market value$28.28M
3.40%
Sole
59.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares119.30K
TypeSH
Market value$23.87M
2.87%
Sole
119.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares52.92K
TypeSH
Market value$15.31M
1.84%
Sole
52.92K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares99.45K
TypeSH
Market value$14.23M
1.71%
Sole
99.45K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares73.10K
TypeSH
Market value$13.03M
1.57%
Sole
73.10K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares127.22K
TypeSH
Market value$9.08M
1.09%
Sole
127.22K
Shared
0.00
None
0.00
VTEX
SOLEShares191.25K
TypeSH
Market value$765.0K
0.09%
Sole
191.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 23.64M | SH | $315.79M 37.95% | 23.64M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 73.97K | SH | $125.56M 15.09% | 73.97K | 0.00 | 0.00 |
XP INCSOLE | CL A | 4.27M | SH | $69.50M 8.35% | 4.27M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 3.99M | SH | $51.86M 6.23% | 3.99M | 0.00 | 0.00 |
INTER & CO INCSOLE | CLASS A COM | 7.50M | SH | $40.75M 4.90% | 7.50M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 57.02K | SH | $32.12M 3.86% | 57.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 88.99K | SH | $31.80M 3.82% | 88.99K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83.75K | SH | $31.24M 3.75% | 83.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 121.07K | SH | $28.86M 3.47% | 121.07K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 59.23K | SH | $28.28M 3.40% | 59.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 119.30K | SH | $23.87M 2.87% | 119.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 52.92K | SH | $15.31M 1.84% | 52.92K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 99.45K | SH | $14.23M 1.71% | 99.45K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 73.10K | SH | $13.03M 1.57% | 73.10K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 127.22K | SH | $9.08M 1.09% | 127.22K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 191.25K | SH | $765.0K 0.09% | 191.25K | 0.00 | 0.00 |