Atmos Capital Gestao DE Recursos Ltda
$796M 13F equity value
16 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Atmos Capital Gestao DE Recursos Ltda covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NU | NU HLDGS LTD | 23,637,075 | $316M | 39.7% |
| MELI | MERCADOLIBRE INC | 73,971 | $126M | 15.8% |
| DLO | DLOCAL LTD | 3,990,466 | $52M | 6.5% |
| INTR | INTER & CO INC | 7,504,483 | $41M | 5.1% |
| XP | XP INC | 2,082,802 | $34M | 4.3% |
| META | META PLATFORMS INC | 57,015 | $32M | 4.0% |
| GOOGL | ALPHABET INC | 88,993 | $32M | 4.0% |
| MSFT | MICROSOFT CORP | 83,749 | $31M | 3.9% |
| AMZN | AMAZON COM INC | 121,071 | $29M | 3.6% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 59,225 | $28M | 3.6% |
Track Atmos Capital Gestao DE Recursos Ltda's 13F portfolio: $796M in reported holdings, 16 positions. Top holdings and quarterly changes on SentiSense.
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