Q2 2025 · 13F-HR
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-08-14 · accession 0001213900-25-076308
$645.3M
Reported value
10
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $171.1M | 26.5% | 12,469,985 | Common | SOLE |
| G98239109 | XP | XP INC | $163.7M | 25.4% | 8,103,248 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $145.9M | 22.6% | 9,096,070 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $128.3M | 19.9% | 49,076 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $30.5M | 4.73% | 134,754 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.7M | 0.27% | 3,127 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $1.5M | 0.23% | 226,055 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TR | $1.4M | 0.22% | 40,500 | Common | SOLE |
| 97717X719 | CXSE | WISDOMTREE TR | $1.2M | 0.19% | 35,930 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $6,671 | 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.