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Atmos Capital Gestao De Recursos Ltda

Portfolio Manager
Atmos Capital Gestao De Recursos LTDA
Performance
-8.44% (2026 Q1)
AUM (13F)
$713.73M
# of Holdings
15
Performance Rank
Allocation (Top 20)
100.01%

Atmos Capital Gestao De Recursos Ltda Holdings Map

Top 15 Atmos Capital Gestao De Recursos Ltda Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NU
NU HLDGS LTD
44.68%18.02M$258.9M
+13.93%(+2.20M)
2025-Q1: 3.30M shares2025-Q2: 12.47M shares2025-Q3: 14.26M shares2025-Q4: 15.82M shares2026-Q1: 18.02M shares
$12.00(+1.59%)
2026-03-31
MELI
MERCADOLIBRE INC
9.3%31.2K$53.9M
-58.73%(-44.36K)
2025-Q1: 45.0K shares2025-Q2: 49.1K shares2025-Q3: 14.7K shares2025-Q4: 75.5K shares2026-Q1: 31.2K shares
$2012.26(-23.13%)
2026-03-31
AMZN
AMAZON COM INC
8.2%228.2K$47.5M
+347.67%(+177.19K)
2025-Q1: 83.8K shares2025-Q2: 0 shares2025-Q3: 65.3K shares2025-Q4: 51.0K shares2026-Q1: 228.2K shares
$205.91(+28.28%)
2026-03-31
XP
XP INC
7.83%2.38M$45.4M
-57.62%(-3.24M)
2025-Q1: 8.94M shares2025-Q2: 8.10M shares2025-Q3: 8.35M shares2025-Q4: 5.62M shares2026-Q1: 2.38M shares
$17.36(+0.66%)
2026-03-31
MSFT
MICROSOFT CORP
7.7%120.6K$44.6M
+429.92%(+97.81K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 29.2K shares2025-Q4: 22.8K shares2026-Q1: 120.6K shares
$442.14(-4.57%)
2026-03-31
DLO
DLOCAL LTD
4.64%2.07M$26.9M
+8.24%(+157.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.91M shares2026-Q1: 2.07M shares
$14.48(-23.98%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.57%85.3K$14.9M
+28.79%(+19.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 84.6K shares2025-Q4: 66.2K shares2026-Q1: 85.3K shares
$174.11(+29.41%)
2026-03-31
GOOGL
ALPHABET INC
2.52%50.7K$14.6M
+6.99%(+3.31K)
2025-Q1: 263.4K shares2025-Q2: 0 shares2025-Q3: 59.9K shares2025-Q4: 47.4K shares2026-Q1: 50.7K shares
$185.60(+113.79%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MFG LTD
2.46%42.3K$14.3M
-8.35%(-3.85K)
2025-Q1: 0 shares2025-Q2: 134.8K shares2025-Q3: 58.8K shares2025-Q4: 46.1K shares2026-Q1: 42.3K shares
$195.87(+106.44%)
2026-03-31
AAPL
APPLE INC
2.34%53.4K$13.6M
+7.45%(+3.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 63.3K shares2025-Q4: 49.7K shares2026-Q1: 53.4K shares
$236.34(+27.03%)
2026-03-31

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