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 VTEX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $772,692 | 193,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $836,652 | 222,514 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $976,858 | 223,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,491,963 | 226,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,233,607 | 243,315 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,533,508 | 260,358 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,946,095 | 261,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,898,402 | 261,488 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,224,560 | 272,284 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,840,145 | 267,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,360,009 | 271,459 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,379,193 | 287,332 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,148,156 | 298,999 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,175,418 | 313,445 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,195,743 | 323,174 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $980,853 | 318,459 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,718,746 | 279,471 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,007,721 | 280,571 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,811,025 | 282,500 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||