ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q1 2021 Filing
Filed May 7, 2021
Portfolio Value
$463.2M
Holdings
16
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STNESTONECO LTD | 2,346,842 | $143.7M | 31.02% | |
| 2 | METAFACEBOOK INC | 472,600 | $139.2M | 30.05% | |
| 3 | MSFTMICROSOFT CORP | 218,000 | $51.4M | 11.10% | |
| 4 | NTCOYNATURA &CO HLDG S A | 2,013,972 | $34.2M | 7.39% | |
| 5 | AMZNAMAZON COM INC | 7,000 | $21.7M | 4.68% | |
| 6 | DISDISNEY WALT CO | 100,936 | $18.6M | 4.02% | |
| 7 | CRMSALESFORCE COM INC | 59,800 | $12.7M | 2.74% | |
| 8 | —HPX CORP | 1,000,000 | $10.2M | 2.20% | |
| 9 | CSANCOSAN S A | 579,212 | $9.4M | 2.02% | |
| 10 | VALEVALE S A | 343,402 | $6.0M | 1.29% | |
| 11 | AAPLAPPLE INC | 34,800 | $4.3M | 0.92% | |
| 12 | —LDH GROWTH CORP I | 400,000 | $4.0M | 0.87% | |
| 13 | —WALDENCAST ACQUISITION CORP | 375,000 | $3.7M | 0.81% | |
| 14 | VOOVANGUARD INDEX FDS | 3,955 | $1.4M | 0.31% | |
| 15 | IYWISHARES TR | 16,025 | $1.4M | 0.30% | |
| 16 | NDQINVESCO QQQ TR | 4,345 | $1.4M | 0.30% |