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 XP
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,157,744 | 7,046,100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $45,363,523 | 2,382,538 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,446,320 | 6,136,000 | Call | Sole | 2026-02-20 | |
| 2025-12-31 | $92,026,557 | 5,621,659 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $37,767,900 | 2,010,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $156,867,676 | 8,348,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $163,685,609 | 8,103,248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,951,826 | 8,941,951 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $88,116,943 | 7,436,029 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $127,393,931 | 7,101,111 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,865,661 | 4,369,850 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $185,800,811 | 7,126,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $173,935,230 | 7,545,997 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $216,423,496 | 9,225,213 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $19,716,225 | 1,285,282 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,084,222 | 3,160,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $119,291,002 | 6,642,038 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,666,227 | 88,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $144,238,300 | 5,018,730 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $110,628,220 | 2,754,001 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $71,422,463 | 1,800,415 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $21,433,245 | 514,110 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $395,314 | 9,410 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||