Q1 2025 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-05-16 · accession 0001213900-25-044633
$476.0M
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G85158106 | STNE | STONECO LTD | $125.6M | 26.4% | 11,982,873 | Common | SOLE |
| G98239109 | XP | XP INC | $123.0M | 25.8% | 8,941,951 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $87.7M | 18.4% | 44,963 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $43.9M | 9.22% | 76,112 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $40.7M | 8.56% | 263,446 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $33.8M | 7.11% | 3,304,622 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $15.9M | 3.35% | 83,811 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.5M | 0.31% | 3,127 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.4M | 0.30% | 40,500 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.2M | 0.26% | 243,315 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.2M | 0.26% | 35,930 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $10,755 | 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.