Q3 2023 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2023-11-14 · accession 0000950159-23-000295
$795.8M
Reported value
14
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $234.1M | 29.4% | 32,285,009 | Common | SOLE |
| G98239109 | XP | XP INC | $173.9M | 21.9% | 7,545,997 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $164.8M | 20.7% | 129,950 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $72.1M | 9.06% | 240,250 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $66.2M | 8.31% | 520,481 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $63.8M | 8.01% | 3,327,142 | Common | SOLE |
| 03524A108 | BUD | ANHEUSER BUSCH INBEV SA/NV | $11.1M | 1.39% | 199,892 | Common | SOLE |
| G4R20B107 | INTR | INTER & CO INC | $2.2M | 0.27% | 545,744 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $2.1M | 0.27% | 20,138 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $2.0M | 0.25% | 5,657 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.4M | 0.17% | 271,459 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.1M | 0.14% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.1M | 0.13% | 35,930 | Common | SOLE |
| 72201R304 | LTPZ | PIMCO ETF TR | $59,382 | 0.01% | 1,130 | 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.