ATMOS CAPITAL GESTAO DE RECURSOS LTDA. — 13F Holdings & Portfolio
CIK 1832439 · latest 13F-HR filed 2026-05-15
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. manages $713.7M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NU (36.28%), XP (18.80%), MELI (7.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 4, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$713.7M
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑4 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$35.8M +303.9%
- MICROSOFT CORP$33.6M +305.6%
- NVIDIA CORPORATION$2.5M +20.4%
- NETFLIX INC.$1.1M +9.8%
Top Trims
- MERCADOLIBRE INC-$98.2M -64.6%
- XP INC-$46.7M -50.7%
- BOOKING HOLDINGS INC-$1.8M -15.6%
- META PLATFORMS INC-$719.6K -7.1%
- VTEX-$64.0K -7.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | G6683N103 | $258.9M | 36.28% | 18,019,613 | SH |
| 2 | XP INC Call | XP | G98239109 | $134.2M | 18.80% | 7,046,100 | SH |
| 3 | MERCADOLIBRE INC | MELI | 58733R102 | $53.9M | 7.55% | 31,173 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $47.5M | 6.66% | 228,151 | SH |
| 5 | XP INC | XP | G98239109 | $45.4M | 6.36% | 2,382,538 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $44.6M | 6.25% | 120,556 | SH |
| 7 | DLOCAL LTD | DLO | G29018101 | $26.9M | 3.76% | 2,071,719 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.9M | 2.08% | 85,277 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $14.6M | 2.04% | 50,716 | SH |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $14.3M | 2.00% | 42,261 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $13.6M | 1.90% | 53,442 | SH |
| 12 | AIRBNB INC | ABNB | 009066101 | $12.7M | 1.78% | 100,558 | SH |
| 13 | NETFLIX INC. | NFLX | 64110L106 | $12.3M | 1.73% | 128,326 | SH |
| 14 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $9.8M | 1.38% | 58,425 | SH |
| 15 | META PLATFORMS INC | META | 30303M102 | $9.4M | 1.32% | 16,436 | SH |
| 16 | VTEX | VTEX | G9470A102 | $772.7K | 0.11% | 193,173 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $713.7M | 16 | 0001213900-26-057292 |
| 2025-12-31 | 2026-02-20 | $760.5M | 16 | 0001213900-26-018720 |
| 2025-12-31 | 2026-02-17 | $1.44B | 16 | 0001213900-26-017461 |