Atmos Capital Gestao DE Recursos Ltda. 13F holdings
Atmos Capital Gestao DE Recursos Ltda. reported 16 positions with a total reported value of $796.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NU NU HLDGS LTD (39.7%), MELI MERCADOLIBRE INC (15.8%), DLO DLOCAL LTD (6.5%), INTR INTER & CO INC (5.1%), XP XP INC (4.3%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
16 largest of 16 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NU NU HLDGS LTD | 23,637,075 | $315.8M | 39.7% |
| MELI MERCADOLIBRE INC | 73,971 | $125.6M | 15.8% |
| DLO DLOCAL LTD | 3,990,466 | $51.9M | 6.5% |
| INTR INTER & CO INC | 7,504,483 | $40.7M | 5.1% |
| XP XP INC | 2,082,802 | $33.9M | 4.3% |
| META META PLATFORMS INC | 57,015 | $32.1M | 4.0% |
| GOOGL ALPHABET INC | 88,993 | $31.8M | 4.0% |
| MSFT MICROSOFT CORP | 83,749 | $31.2M | 3.9% |
| AMZN AMAZON COM INC | 121,071 | $28.9M | 3.6% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 59,225 | $28.3M | 3.6% |
| NVDA NVIDIA CORPORATION | 119,301 | $23.9M | 3.0% |
| AAPL APPLE INC | 52,922 | $15.3M | 1.9% |
| ABNB AIRBNB INC | 99,452 | $14.2M | 1.8% |
| BKNG BOOKING HOLDINGS INC | 73,101 | $13.0M | 1.6% |
| NFLX NETFLIX INC. | 127,225 | $9.1M | 1.1% |
| VTEX VTEX | 191,255 | $765.0K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| INTR INTER & CO INC | 7,504,483 | $40.7M | 5.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NU NU HLDGS LTD | 18,019,613 | 23,637,075 | +31.2% | $315.8M |
| MELI MERCADOLIBRE INC | 31,173 | 73,971 | +137.3% | $125.6M |
| DLO DLOCAL LTD | 2,071,719 | 3,990,466 | +92.6% | $51.9M |
| META META PLATFORMS INC | 16,436 | 57,015 | +246.9% | $32.1M |
| GOOGL ALPHABET INC | 50,716 | 88,993 | +75.5% | $31.8M |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 42,261 | 59,225 | +40.1% | $28.3M |
| NVDA NVIDIA CORPORATION | 85,277 | 119,301 | +39.9% | $23.9M |
| BKNG BOOKING HOLDINGS INC | 58,425 | 73,101 | +25.1% | $13.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMZN AMAZON COM INC | 228,151 | 121,071 | -46.9% | $28.9M |
| MSFT MICROSOFT CORP | 120,556 | 83,749 | -30.5% | $31.2M |
| XP XP INC | 2,382,538 | 2,082,802 | -12.6% | $33.9M |
| ABNB AIRBNB INC | 100,558 | 99,452 | -1.1% | $14.2M |
| AAPL APPLE INC | 53,442 | 52,922 | -1.0% | $15.3M |
| NFLX NETFLIX INC. | 128,326 | 127,225 | -0.9% | $9.1M |
| VTEX VTEX | 193,173 | 191,255 | -1.0% | $765.0K |
CIK 1832439 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
