Q2 2023 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2023-08-14 · accession 0000950159-23-000233
$624.9M
Reported value
12
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G98239109 | XP | XP INC | $216.4M | 34.6% | 9,225,213 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $124.0M | 19.9% | 15,721,039 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $116.8M | 18.7% | 98,565 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $70.7M | 11.3% | 246,278 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $62.7M | 10.0% | 481,242 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $22.8M | 3.65% | 1,868,041 | Common | SOLE |
| G4R20B107 | INTR | INTER & CO INC | $3.6M | 0.57% | 1,145,717 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $2.2M | 0.35% | 20,138 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $2.1M | 0.33% | 5,657 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.4M | 0.22% | 287,332 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.1M | 0.18% | 35,930 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.1M | 0.17% | 40,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.