Q4 2025 · 13F-HR/A
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2026-02-20 · accession 0001213900-26-018720
$760.5M
Reported value
16
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $264.8M | 34.8% | 15,815,788 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $152.1M | 20.0% | 75,535 | Common | SOLE |
| G98239109 | XP | XP INC | $100.4M | 13.2% | 6,136,000 | CALL | SOLE |
| G98239109 | XP | XP INC | $92.0M | 12.1% | 5,621,659 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $27.1M | 3.56% | 1,913,998 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $14.8M | 1.95% | 47,401 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $14.0M | 1.84% | 46,110 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $13.5M | 1.78% | 49,735 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $12.7M | 1.67% | 93,701 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.3M | 1.62% | 66,213 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.8M | 1.55% | 50,964 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $11.7M | 1.53% | 2,176 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $11.2M | 1.48% | 119,889 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $11.0M | 1.45% | 22,750 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $10.1M | 1.33% | 15,336 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $836,653 | 0.11% | 222,514 | 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.