ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$575.6M
Holdings
28
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 32,000 | $104.3M | 18.12% | |
| 2 | GOOGLALPHABET INC | 37,252 | $103.6M | 18.00% | |
| 3 | MLB1MERCADOLIBRE INC | 68,321 | $81.3M | 14.12% | |
| 4 | METAMETA PLATFORMS INC | 277,387 | $61.7M | 10.72% | |
| 5 | MSFTMICROSOFT CORP | 182,951 | $56.4M | 9.80% | |
| 6 | CRMSALESFORCE COM INC | 158,732 | $33.7M | 5.85% | |
| 7 | SHOPSHOPIFY INC | 31,275 | $21.1M | 3.67% | |
| 8 | BBDBANCO BRADESCO S A | 3,927,200 | $18.2M | 3.17% | |
| 9 | ITUBITAU UNIBANCO HLDG S A | 3,108,100 | $17.7M | 3.08% | |
| 10 | NFLXNETFLIX INC | 43,555 | $16.3M | 2.83% | |
| 11 | SNOWSNOWFLAKE INC | 49,157 | $11.3M | 1.96% | |
| 12 | —HPX CORP | 1,000,000 | $9.9M | 1.72% | |
| 13 | DISDISNEY WALT CO | 65,384 | $9.0M | 1.56% | |
| 14 | —XPAC ACQUISITION CORP | 800,000 | $7.8M | 1.36% | |
| 15 | SESEA LTD | 38,632 | $4.6M | 0.80% | |
| 16 | —WALDENCAST ACQUISITION CORP | 375,000 | $3.7M | 0.65% | |
| 17 | XPXP INC | 88,579 | $2.7M | 0.46% | |
| 18 | AAPLAPPLE INC | 14,300 | $2.5M | 0.43% | |
| 19 | IYWISHARES TR | 20,138 | $2.1M | 0.36% | |
| 20 | NDQINVESCO QQQ TR | 5,657 | $2.1M | 0.36% | |
| 21 | VTEXVTEX | 279,471 | $1.7M | 0.30% | |
| 22 | CXSEWISDOMTREE TR | 35,930 | $1.4M | 0.25% | |
| 23 | KWEBKRANESHARES TR | 40,500 | $1.2M | 0.20% | |
| 24 | —MELI KASZEK PIONEER CORP | 100,000 | $1.0M | 0.18% | |
| 25 | —WALDENCAST ACQUISITION CORP | 124,999 | $120K | 0.02% | |
| 26 | —HPX CORP | 499,999 | $91K | 0.02% | |
| 27 | —LDH GROWTH CORP I | 79,999 | $30K | 0.01% | |
| 28 | STNESTONECO LTD | 900 | $11K | 0.00% |