StockDriftsStockDriftsTop 16 Atmos Capital Gestao De Recursos LTDA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD | 39.65% | 23.64M | $315.8M | +31.17%(+5.62M) | $12.34(+21.02%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 15.77% | 74.0K | $125.6M | +137.29%(+42.80K) | $1807.46(-1.52%) | 2026-06-30 | |
| DLO | DLOCAL LTD | 6.51% | 3.99M | $51.9M | +92.62%(+1.92M) | $13.62(+4.00%) | 2026-06-30 | |
| INTR | INTER & CO INC | 5.12% | 7.50M | $40.7M | new | $6.54(-20.18%) | 2026-06-30 | |
| XP | XP INC | 4.25% | 2.08M | $33.9M | -12.58%(-299.74K) | $17.36(-8.85%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.03% | 57.0K | $32.1M | +246.89%(+40.58K) | $477.75(+21.46%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.99% | 89.0K | $31.8M | +75.47%(+38.28K) | $241.44(+42.77%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.92% | 83.7K | $31.2M | -30.53%(-36.81K) | $442.14(+9.94%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.62% | 121.1K | $28.9M | -46.93%(-107.08K) | $205.91(+27.50%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.55% | 59.2K | $28.3M | +40.14%(+16.96K) | $253.49(+68.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.60% | +71.08% | +4.12% | +22.34% |
| Top 20 Holdings Unweighted | +18.12% | +64.81% | +3.97% | +21.48% |
Atmos Capital Gestao De Recursos LTDA reports $832.04M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are NU (39.6%), MELI (15.8%) and DLO (6.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +71.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atmos Capital Gestao De Recursos LTDA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832439). View Atmos Capital Gestao De Recursos LTDA’s 13F filings on SEC