Q2 2024 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-08-14 · accession 0000950159-24-000237
$713.5M
Reported value
14
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $257.1M | 36.0% | 19,948,866 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $144.8M | 20.3% | 88,109 | Common | SOLE |
| G98239109 | XP | XP INC | $76.9M | 10.8% | 4,369,850 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $76.5M | 10.7% | 396,056 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $64.7M | 9.07% | 128,363 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $55.1M | 7.72% | 4,594,655 | Common | SOLE |
| G4R20B107 | INTR | INTER & CO INC | $16.7M | 2.35% | 2,723,427 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $14.4M | 2.02% | 1,781,561 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.9M | 0.27% | 261,488 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $1.7M | 0.24% | 11,558 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.5M | 0.21% | 3,127 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.1M | 0.15% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $953,223 | 0.13% | 35,930 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $22,168 | 0.00% | 82,102 | 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.