ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK: 0001832439Latest portfolio: $1.4B · Q4 2025
Holdings
15
Total Value
$1.4B
New Positions
3
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 29,813,810 | $499.0M | 34.68% | +15.6M | |
| 2 | XPXP INC | 22,519,560 | $367.0M | 25.50% | +12.2M | Call |
| 3 | MLB1MERCADOLIBRE INC | 133,956 | $269.0M | 18.69% | +119K | |
| 4 | DLODLOCAL LTD | 3,827,996 | $54.0M | 3.75% | NEW | |
| 5 | GOOGLALPHABET INC | 94,802 | $29.0M | 2.02% | +35K | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 92,220 | $28.0M | 1.95% | +33K | |
| 7 | AAPLAPPLE INC | 99,470 | $27.0M | 1.88% | +36K | |
| 8 | ABNBAIRBNB INC | 187,402 | $25.0M | 1.74% | NEW | |
| 9 | NVDANVIDIA CORPORATION | 132,426 | $24.0M | 1.67% | +48K | |
| 10 | AMZNAMAZON COM INC | 101,928 | $23.0M | 1.60% | +37K | |
| 11 | BKNGBOOKING HOLDINGS INC | 4,352 | $23.0M | 1.60% | NEW | |
| 12 | MSFTMICROSOFT CORP | 45,500 | $22.0M | 1.53% | +16K | |
| 13 | NFLXNETFLIX INC | 239,778 | $22.0M | 1.53% | +234K | |
| 14 | METAMETA PLATFORMS INC | 30,672 | $20.0M | 1.39% | +11K | |
| 15 | VTEXVTEX | 398,508 | $1.0M | 0.07% | +175K |
Quarterly Changes
Sector Breakdown
Technology0.0% ($54000280002700025856.0T)
Communication Services0.0% ($290002.2T)
Consumer Cyclical0.0% ($250002.3T)
Financial Services0.0% ($499.0T)
Unknown0.0% ($269.0M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.4B | 16 |
| Q3 2025 | Nov 14, 2025 | $745.3B | 17 |
| Q2 2025 | Aug 14, 2025 | $645.3B | 10 |
| Q1 2025 | May 16, 2025 | $476.0B | 12 |
| Q4 2024 | Feb 14, 2025 | $461.1B | 12 |
| Q3 2024 | Nov 14, 2024 | $700.8B | 13 |
| Q2 2024 | Aug 14, 2024 | $713.5B | 14 |
| Q1 2024 | May 15, 2024 | $819.8B | 13 |
| Q4 2023 | Feb 14, 2024 | $870.9B | 15 |
| Q3 2023 | Nov 14, 2023 | $795.8B | 14 |
| Q2 2023 | Aug 14, 2023 | $624.9B | 12 |
| Q1 2023 | May 15, 2023 | $345.0B | 13 |
| Q4 2022 | Feb 14, 2023 | $575.5B | 20 |
| Q3 2022 | Nov 14, 2022 | $664.9M | 25 |
| Q2 2022 | Aug 15, 2022 | $658.0M | 24 |
| Q1 2022 | May 16, 2022 | $575.6M | 28 |
| Q4 2021 | Feb 14, 2022 | $858.5M | 25 |
| Q3 2021 | Nov 15, 2021 | $804.2M | 26 |
| Q2 2021 | Aug 16, 2021 | $764.5M | 19 |
| Q1 2021 | May 7, 2021 | $463.2M | 16 |
| Q4 2020 | Feb 12, 2021 | $606.8M | 14 |
| Q3 2020 | Nov 16, 2020 | $123.9M | 8 |
| Q3 2020 | Nov 16, 2020 | $406.5M | 12 |
| Q3 2020 | Nov 16, 2020 | $245.2M | 8 |
| Q3 2020 | Nov 16, 2020 | $275.7M | 6 |
Fund Information
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4B across 15 holdings. The largest position is NU HLDGS LTD (NU), representing 34.7% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.