Institutional
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK 0001832439
$713.7M
Reported AUM
15
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · ATMOS CAPITAL GESTAO DE RECURSOS LTDA. · Q1 2026
AI · grounded in 13F
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. increased its position in MSFT by 164.96%. The fund also accumulated shares of AMZN by 123.84%. These additions occurred alongside reductions in several holdings, most notably a 76.73% trim of MELI and a 58.13% reduction in XP INC.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $11.97 | -1.24% | -1.48% | 61.32% | $258.9M | 36.28% | +2,203,825 | +13.9% |
| 2 | XP | XP INC | $15.34 | -1.92% | -21.39% | -58.09% | $179.5M | 25.15% | −2,329,021 | −19.8% |
| 3 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $53.9M | 7.55% | −44,362 | −58.7% |
| 4 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $47.5M | 6.66% | +177,187 | +347.7% |
| 5 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $44.6M | 6.25% | +97,806 | +429.9% |
| 6 | DLO | DLOCAL LTD | $11.24 | -4.50% | 8.95% | -73.44% | $26.9M | 3.76% | +157,721 | +8.2% |
| 7 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $14.9M | 2.08% | +19,064 | +28.8% |
| 8 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $14.6M | 2.04% | +3,315 | +7.0% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $415.17 | -6.69% | 104.85% | 285.24% | $14.3M | 2.00% | −3,849 | −8.3% |
| 10 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $13.6M | 1.90% | +3,707 | +7.5% |
| 11 | ABNB | AIRBNB INC | $133.54 | -0.13% | -5.05% | -7.27% | $12.7M | 1.78% | +6,857 | +7.3% |
| 12 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $12.3M | 1.73% | +8,437 | +7.0% |
| 13 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | -25.40% | 94.38% | $9.8M | 1.38% | +56,249 | +2585.0% |
| 14 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $9.4M | 1.32% | +1,100 | +7.2% |
| 15 | VTEX | VTEX | $3.64 | -2.41% | -45.51% | -85.53% | $773K | 0.11% | −29,341 | −13.2% |
Source: SEC EDGAR · accession 0001213900-26-057292. 13F discloses long positions only — shorts, foreign equities, and options are excluded.