Q4 2023 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-02-14 · accession 0000950159-24-000082
$870.9M
Reported value
15
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $263.2M | 30.2% | 31,593,373 | Common | SOLE |
| G98239109 | XP | XP INC | $185.8M | 21.3% | 7,126,997 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $151.6M | 17.4% | 96,477 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $80.6M | 9.26% | 227,794 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $77.7M | 8.92% | 511,525 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $49.8M | 5.71% | 2,813,168 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $42.5M | 4.88% | 2,359,268 | Common | SOLE |
| 03524A108 | BUD | ANHEUSER BUSCH INBEV SA/NV | $12.1M | 1.39% | 187,565 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.8M | 0.21% | 267,463 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $1.4M | 0.16% | 11,558 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.3M | 0.15% | 3,127 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.1M | 0.13% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.0M | 0.12% | 35,930 | Common | SOLE |
| G4R20B107 | INTR | INTER & CO INC | $797,226 | 0.09% | 143,386 | Common | SOLE |
| 72201R304 | LTPZ | PIMCO ETF TR | $106,105 | 0.01% | 1,872 | 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.