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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $14.33 | -1.10% | 18.92% | 93.13% | $258.9M | 36.28% | — | HELD |
| 2 | XP | XP INC | $17.06 | -0.81% | 6.73% | -60.15% | $179.5M | 25.15% | — | HELD |
| 3 | MELI | MERCADOLIBRE INC | $1877.95 | -0.41% | -20.96% | 0.56% | $53.9M | 7.55% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $271.58 | 15.32% | 26.46% | 56.49% | $47.5M | 6.66% | — | HELD |
| 5 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | -10.62% | 60.10% | $44.6M | 6.25% | — | HELD |
| 6 | DLO | DLOCAL LTD | $15.08 | 0.73% | 53.18% | -74.87% | $26.9M | 3.76% | — | HELD |
| 7 | NVDA | NVIDIA CORPORATION | $200.75 | 2.93% | 15.71% | 799.75% | $14.9M | 2.08% | — | HELD |
| 8 | GOOGL | ALPHABET INC | $356.13 | 6.73% | 88.84% | 148.30% | $14.6M | 2.04% | — | HELD |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $404.25 | 0.23% | 73.77% | 268.49% | $14.3M | 2.00% | — | HELD |
| 10 | AAPL | APPLE INC | $308.91 | -7.35% | 53.24% | 108.42% | $13.6M | 1.90% | — | HELD |
| 11 | ABNB | AIRBNB INC | $151.52 | -0.37% | 18.36% | -2.24% | $12.7M | 1.78% | — | HELD |
| 12 | NFLX | NETFLIX INC. | $71.71 | -2.00% | -38.11% | 25.99% | $12.3M | 1.73% | — | HELD |
| 13 | BKNG | BOOKING HOLDINGS INC | $192.90 | -0.18% | -9.71% | 114.16% | $9.8M | 1.38% | — | HELD |
| 14 | META | META PLATFORMS INC | $556.71 | 3.28% | -25.53% | 48.03% | $9.4M | 1.32% | — | HELD |
| 15 | VTEX | VTEX | $4.31 | -1.37% | -25.56% | -82.87% | $773K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0001213900-26-057292. 13F discloses long positions only — shorts, foreign equities, and options are excluded.