ATMOS CAPITAL GESTAO DE RECURSOS LTDA. — 13F Holdings & Portfolio
CIK 1832439 · latest 13F-HR filed 2026-08-14
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. manages $832.0M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NU (37.95%), MELI (15.09%), DLO (6.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 10, and trimmed 4.
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.
$832.0M
Long-equity book
17
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑10 / ↓4
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- MERCADOLIBRE INC$71.7M +133.0%
- NU HLDGS LTD$56.8M +22.0%
- DLOCAL LTD$25.0M +93.0%
- META PLATFORMS INC$22.7M +241.5%
- ALPHABET INC$17.2M +118.1%
Top Trims
- AMAZON COM INC-$18.7M -39.3%
- MICROSOFT CORP-$13.4M -30.0%
- XP INC-$11.5M -25.3%
- NETFLIX INC.-$3.3M -26.4%
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 | $315.8M | 37.95% | 23,637,075 | SH |
| 2 | MERCADOLIBRE INC | MELI | 58733R102 | $125.6M | 15.09% | 73,971 | SH |
| 3 | DLOCAL LTD | DLO | G29018101 | $51.9M | 6.23% | 3,990,466 | SH |
| 4 | INTER & CO INC | INTR | G4R20B107 | $40.7M | 4.90% | 7,504,483 | SH |
| 5 | XP INC Call | XP | G98239109 | $35.6M | 4.28% | 2,191,200 | SH |
| 6 | XP INC | XP | G98239109 | $33.9M | 4.07% | 2,082,802 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $32.1M | 3.86% | 57,015 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $31.8M | 3.82% | 88,993 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $31.2M | 3.75% | 83,749 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $28.9M | 3.47% | 121,071 | SH |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $28.3M | 3.40% | 59,225 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $23.9M | 2.87% | 119,301 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $15.3M | 1.84% | 52,922 | SH |
| 14 | AIRBNB INC | ABNB | 009066101 | $14.2M | 1.71% | 99,452 | SH |
| 15 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $13.0M | 1.57% | 73,101 | SH |
| 16 | NETFLIX INC. | NFLX | 64110L106 | $9.1M | 1.09% | 127,225 | SH |
| 17 | VTEX | VTEX | G9470A102 | $765.0K | 0.09% | 191,255 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $832.0M | 17 | 0001213900-26-089672 |
| 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 |
SALA 602
LEBLON - RIO DE JANEIRO, D5 22430-041