Q4 2024 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-02-14 · accession 0001213900-25-013875
$461.1M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G85158106 | STNE | STONECO LTD | $92.6M | 20.1% | 11,623,836 | Common | SOLE |
| G98239109 | XP | XP INC | $88.1M | 19.1% | 7,436,029 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $82.6M | 17.9% | 48,568 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $50.7M | 11.0% | 267,795 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $49.0M | 10.6% | 83,671 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $47.7M | 10.3% | 4,606,283 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $44.9M | 9.74% | 204,673 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.6M | 0.35% | 3,127 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.5M | 0.33% | 260,358 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.2M | 0.26% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.1M | 0.23% | 35,930 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $13,957 | 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.