Atmos Capital Gestao de Recursos Ltda.
Net seller this quarter
$832M
16
-$27M
86.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NU | $316M | 37.95% | Not reported | +31.2% | Q2 2022 |
 MELI | $126M | 15.09% | 0.15% | +137.3% | Q4 2019 |
 DLO | $51.9M | 6.23% | 1.35% | +92.6% | Q2 2023 |
 INTR | $40.7M | 4.90% | 3.28% | Not reported | Q3 2022 |
 XP | $33.9M | 4.07% | Not reported | -12.6% | Q2 2020 |
 META | $32.1M | 3.86% | Not reported | +246.9% | Q2 2020 |
 GOOGL | $31.8M | 3.82% | 0.00% | +75.5% | Q2 2021 |
 MSFT | $31.2M | 3.75% | 0.00% | -30.5% | Q3 2020 |
 AMZN | $28.9M | 3.47% | 0.00% | -46.9% | Q1 2021 |
 TSM | $28.3M | 3.40% | 0.00% | +40.1% | Q2 2025 |
 NVDA | $23.9M | 2.87% | 0.00% | +39.9% | Q3 2025 |
 AAPL | $15.3M | 1.84% | 0.00% | -1.0% | Q3 2020 |
 ABNB | $14.2M | 1.71% | Not reported | -1.1% | Q4 2025 |
 BKNG | $13M | 1.57% | 0.01% | -95.0% | Q4 2025 |
 NFLX | $9.08M | 1.09% | 0.00% | -0.9% | Q1 2022 |
 VTEX | $765K | 0.09% | Not reported | -1.0% | Q3 2021 |
| Q1 2026 | |||||
| NU | $259M | 36.28% | Not reported | +13.9% | Q2 2022 |
| MELI | $53.9M | 7.55% | 0.06% | -58.7% | Q4 2019 |
| AMZN | $47.5M | 6.66% | 0.00% | +347.7% | Q1 2021 |
| XP | $45.4M | 6.36% | Not reported | -57.6% | Q2 2020 |
| MSFT | $44.6M | 6.25% | 0.00% | +429.9% | Q3 2020 |
| DLO | $26.9M | 3.76% | 0.70% | +8.2% | Q2 2023 |
| NVDA | $14.9M | 2.08% | 0.00% | +28.8% | Q3 2025 |
| GOOGL | $14.6M | 2.04% | 0.00% | +7.0% | Q2 2021 |
| TSM | $14.3M | 2.00% | 0.00% | -8.4% | Q2 2025 |
| AAPL | $13.6M | 1.90% | 0.00% | +7.5% | Q3 2020 |
| ABNB | $12.7M | 1.78% | Not reported | +7.3% | Q4 2025 |
| NFLX | $12.3M | 1.73% | 0.00% | +7.0% | Q1 2022 |
| BKNG | $9.84M | 1.38% | 0.18% | +2585.0% | Q4 2025 |
| META | $9.4M | 1.32% | Not reported | +7.2% | Q2 2020 |
| VTEX | $773K | 0.11% | Not reported | -13.2% | Q3 2021 |
| Q4 2025 | |||||
| NU | $265M | 34.81% | Not reported | +10.9% | Q2 2022 |
| MELI | $152M | 20.01% | 0.15% | +415.1% | Q4 2019 |
| XP | $92M | 12.10% | Not reported | -32.7% | Q2 2020 |
| DLO | $27.1M | 3.56% | 0.65% | Not reported | Q2 2023 |
| GOOGL | $14.8M | 1.95% | 0.00% | -20.9% | Q2 2021 |
| TSM | $14M | 1.84% | 0.00% | -21.6% | Q2 2025 |
| AAPL | $13.5M | 1.78% | 0.00% | -21.4% | Q3 2020 |
| ABNB | $12.7M | 1.67% | Not reported | New | Q4 2025 |
| NVDA | $12.3M | 1.62% | 0.00% | -21.7% | Q3 2025 |
| AMZN | $11.8M | 1.55% | 0.00% | -22.0% | Q1 2021 |
| BKNG | $11.7M | 1.53% | 0.01% | New | Q4 2025 |
| NFLX | $11.2M | 1.48% | 0.00% | +108.2% | Q1 2022 |
| MSFT | $11M | 1.45% | 0.00% | -22.2% | Q3 2020 |
| META | $10.1M | 1.33% | Not reported | -22.2% | Q2 2020 |
| VTEX | $837K | 0.11% | Not reported | -0.2% | Q3 2021 |
| Q3 2025 | |||||
| NU | $228M | 30.64% | Not reported | +14.4% | Q2 2022 |
 STNE | $169M | 22.68% | Not reported | -1.7% | Q4 2019 |
| XP | $157M | 21.05% | Not reported | +3.0% | Q2 2020 |
| MELI | $34.3M | 4.60% | 0.03% | -70.1% | Q4 2019 |
| TSM | $16.4M | 2.20% | 0.00% | -56.3% | Q2 2025 |
| AAPL | $16.1M | 2.16% | 0.00% | Not reported | Q3 2020 |
| NVDA | $15.8M | 2.12% | 0.00% | New | Q3 2025 |
| MSFT | $15.1M | 2.03% | 0.00% | Not reported | Q3 2020 |
| GOOGL | $14.6M | 1.95% | 0.00% | Not reported | Q2 2021 |
| META | $14.5M | 1.94% | Not reported | Not reported | Q2 2020 |
| AMZN | $14.3M | 1.92% | 0.00% | Not reported | Q1 2021 |
| NFLX | $6.9M | 0.93% | 0.00% | Not reported | Q1 2022 |
 QQQ | $1.56M | 0.21% | Not reported | -17.1% | Q3 2020 |
| VTEX | $977K | 0.13% | Not reported | -1.3% | Q3 2021 |