ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

PrivateCIK: 1832439
Location

LEBLON - RIO DE JANEIRO, D5

16
Positions
$832.04M
Total AUM (reported)
40.55M
Total Shares

Allocation by class

TOTAL AUM$832.04M16 positions
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 361.4%4–1029.4%11–259.2%TOP 1090.8%0%100%
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

SOLE
ORD SHS CL A
Shares23.64M
TypeSH
Market value$315.79M
37.95%
Sole
23.64M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares73.97K
TypeSH
Market value$125.56M
15.09%
Sole
73.97K
Shared
0.00
None
0.00

XP INC

SOLE
CL A
Shares4.27M
TypeSH
Market value$69.50M
8.35%
Sole
4.27M
Shared
0.00
None
0.00

DLOCAL LTD

SOLE
CLASS A COM
Shares3.99M
TypeSH
Market value$51.86M
6.23%
Sole
3.99M
Shared
0.00
None
0.00

INTER & CO INC

SOLE
CLASS A COM
Shares7.50M
TypeSH
Market value$40.75M
4.90%
Sole
7.50M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares57.02K
TypeSH
Market value$32.12M
3.86%
Sole
57.02K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares88.99K
TypeSH
Market value$31.80M
3.82%
Sole
88.99K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares83.75K
TypeSH
Market value$31.24M
3.75%
Sole
83.75K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares121.07K
TypeSH
Market value$28.86M
3.47%
Sole
121.07K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares59.23K
TypeSH
Market value$28.28M
3.40%
Sole
59.23K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares119.30K
TypeSH
Market value$23.87M
2.87%
Sole
119.30K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares52.92K
TypeSH
Market value$15.31M
1.84%
Sole
52.92K
Shared
0.00
None
0.00

AIRBNB INC

SOLE
COM CL A
Shares99.45K
TypeSH
Market value$14.23M
1.71%
Sole
99.45K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares73.10K
TypeSH
Market value$13.03M
1.57%
Sole
73.10K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares127.22K
TypeSH
Market value$9.08M
1.09%
Sole
127.22K
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares191.25K
TypeSH
Market value$765.0K
0.09%
Sole
191.25K
Shared
0.00
None
0.00