ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$476.0M

Holdings

12

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
STNESTONECO LTD
11,982,873$125.6M26.38%
2
XPXP INC
8,941,951$123.0M25.83%
3
MLB1MERCADOLIBRE INC
44,963$87.7M18.43%
4
METAMETA PLATFORMS INC
76,112$43.9M9.22%
5
GOOGLALPHABET INC
263,446$40.7M8.56%
6
NUNU HLDGS LTD
3,304,622$33.8M7.11%
7
AMZNAMAZON COM INC
83,811$15.9M3.35%
8
NDQINVESCO QQQ TR
3,127$1.5M0.31%
9
KWEBKRANESHARES TR
40,500$1.4M0.30%
10
VTEXVTEX
243,315$1.2M0.26%
11
CXSEWISDOMTREE TR
35,930$1.2M0.26%
12
WALDWALDENCAST PLC
82,102$10K0.00%