ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Top Portfolio Positions
15 positions ·
$949,877,773 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NU |
Nu Holdings Ltd.
Financial Services
|
18,019,613 | $258,941,838 | 27.26% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
58,425 | $245,987,934 | 25.90% | |
| XP |
XP Inc.
Financial Services
|
9,428,638 | $179,521,267 | 18.90% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
31,173 | $53,898,740 | 5.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
228,151 | $47,517,008 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
120,556 | $44,626,214 | 4.70% | |
| DLO |
dLocal Ltd
Technology
|
2,071,719 | $26,870,195 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
85,277 | $14,872,308 | 1.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
50,716 | $14,583,892 | 1.54% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
42,261 | $14,282,104 | 1.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NU
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,941,838 | 18,019,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $264,756,291 | 15,815,788 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $228,319,954 | 14,261,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $171,088,194 | 12,469,985 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,839,329 | 3,304,622 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $47,721,091 | 4,606,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $161,980,946 | 11,866,736 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $491,400 | 36,000 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $257,140,882 | 19,948,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $327,297,665 | 27,434,842 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $263,172,797 | 31,593,373 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $234,066,315 | 32,285,009 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $124,038,997 | 15,721,039 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $77,470,080 | 16,275,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $119,592,558 | 29,383,921 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $78,353,334 | 17,807,576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,456,476 | 656,812 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||