Q3 2024 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-11-14 · accession 0001213900-24-097964
$700.8M
Reported value
13
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $162.0M | 23.1% | 11,866,736 | Common | SOLE |
| G98239109 | XP | XP INC | $127.4M | 18.2% | 7,101,111 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $106.4M | 15.2% | 9,450,447 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $102.4M | 14.6% | 49,900 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $93.0M | 13.3% | 499,220 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $89.8M | 12.8% | 156,807 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $12.0M | 1.71% | 1,493,806 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $2.9M | 0.41% | 5,894 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.9M | 0.28% | 261,572 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.4M | 0.20% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.2M | 0.17% | 35,930 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $491,400 | 0.07% | 36,000 | PUT | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $12,726 | 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.