Q1 2024 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-05-15 · accession 0000950159-24-000160
$819.8M
Reported value
13
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $327.3M | 39.9% | 27,434,842 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $178.2M | 21.7% | 117,893 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $90.1M | 11.0% | 499,597 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $87.0M | 10.6% | 179,135 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $48.1M | 5.87% | 2,896,117 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $41.4M | 5.05% | 2,813,914 | Common | SOLE |
| 03524A108 | BUD | ANHEUSER BUSCH INBEV SA/NV | $22.5M | 2.74% | 369,522 | Common | SOLE |
| G4R20B107 | INTR | INTER & CO INC | $18.0M | 2.20% | 3,159,596 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $2.2M | 0.27% | 272,284 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $1.6M | 0.19% | 11,558 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.4M | 0.17% | 3,127 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TRUST | $1.1M | 0.13% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $947,833 | 0.12% | 35,930 | 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.