ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK: 0001832439SEC EDGAR →
Portfolio Value
$2.2M
Holdings
15
As of
Q4 2025
New Positions
7
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NU HLDGS LTD | 45,629,598 | $763K | 34.89% |
| 2 | XPCALL XP INC | 34,277,219 | $559K | 25.56% |
| 3 | MERCADOLIBRE INC | 209,491 | $421K | 19.25% |
| 4 | DLOCAL LTD | 5,741,994 | $81K | 3.70% |
| 5 | ALPHABET INC | 142,203 | $43K | 1.97% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 138,330 | $42K | 1.92% |
| 7 | APPLE INC | 149,205 | $40K | 1.83% |
| 8 | AIRBNB INC | 281,103 | $37K | 1.69% |
| 9 | NVIDIA CORPORATION | 198,639 | $36K | 1.65% |
| 10 | AMAZON COM INC | 152,892 | $34K | 1.55% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 2 | $1.3M | 60.4% |
| Unknown | 1 | $421K | 19.3% |
| Technology | 6 | $233K | 10.7% |
| Communication Services | 3 | $106K | 4.8% |
| Consumer Cyclical | 3 | $105K | 4.8% |