ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

PrivateCIK: 1832439
Location

LEBLON - RIO DE JANEIRO, D5

15
Positions
$713.73M
Total AUM (reported)
30.63M
Total Shares

Allocation by class

TOTAL AUM$713.73M15 positions
ORD SHS CL A$258.94M36.3%
COM$196.66M27.6%
CL A$188.92M26.5%
CLASS A COM$26.87M3.8%
CAP STK CL A$14.58M2.0%
SPONSORED ADS$14.28M2.0%
COM CL A$12.70M1.8%

Portfolio Concentration

Top 369.0%4–1024.7%11–256.3%TOP 1093.7%0%100%
Top 3$492.36M69.0%
4–10$176.31M24.7%
11–25$45.05M6.3%

Top 3 weight

69.0%

Top 10 weight

93.7%

Voting Authority Distribution

Total shares with voting rights: 30.63M

Sole

Full voting authority

30.63M

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

SOLE
ORD SHS CL A
Shares18.02M
TypeSH
Market value$258.94M
36.28%
Sole
18.02M
Shared
0.00
None
0.00

XP INC

SOLE
CL A
Shares9.43M
TypeSH
Market value$179.52M
25.15%
Sole
9.43M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares31.17K
TypeSH
Market value$53.90M
7.55%
Sole
31.17K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares228.15K
TypeSH
Market value$47.52M
6.66%
Sole
228.15K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares120.56K
TypeSH
Market value$44.63M
6.25%
Sole
120.56K
Shared
0.00
None
0.00

DLOCAL LTD

SOLE
CLASS A COM
Shares2.07M
TypeSH
Market value$26.87M
3.76%
Sole
2.07M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares85.28K
TypeSH
Market value$14.87M
2.08%
Sole
85.28K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares50.72K
TypeSH
Market value$14.58M
2.04%
Sole
50.72K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares42.26K
TypeSH
Market value$14.28M
2.00%
Sole
42.26K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares53.44K
TypeSH
Market value$13.56M
1.90%
Sole
53.44K
Shared
0.00
None
0.00

AIRBNB INC

SOLE
COM CL A
Shares100.56K
TypeSH
Market value$12.70M
1.78%
Sole
100.56K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares128.33K
TypeSH
Market value$12.34M
1.73%
Sole
128.33K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares58.42K
TypeSH
Market value$9.84M
1.38%
Sole
58.42K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares16.44K
TypeSH
Market value$9.40M
1.32%
Sole
16.44K
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares193.17K
TypeSH
Market value$772.7K
0.11%
Sole
193.17K
Shared
0.00
None
0.00