ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$764.5M
Holdings
19
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STNESTONECO LTD | 3,395,432 | $227.7M | 29.78% | |
| 2 | METAFACEBOOK INC | 512,300 | $178.1M | 23.30% | |
| 3 | GOOGLALPHABET INC | 28,350 | $69.2M | 9.06% | |
| 4 | MSFTMICROSOFT CORP | 216,300 | $58.6M | 7.66% | |
| 5 | SHOPSHOPIFY INC | 36,900 | $53.9M | 7.05% | |
| 6 | AMZNAMAZON COM INC | 15,400 | $53.0M | 6.93% | |
| 7 | NTCOYNATURA &CO HLDG S A | 1,871,672 | $42.5M | 5.56% | |
| 8 | SNOWSNOWFLAKE INC | 106,200 | $25.7M | 3.36% | |
| 9 | DISDISNEY WALT CO | 97,836 | $17.2M | 2.25% | |
| 10 | CRMSALESFORCE COM INC | 58,900 | $14.4M | 1.88% | |
| 11 | —HPX CORP | 876,791 | $8.6M | 1.13% | |
| 12 | —LDH GROWTH CORP I | 400,000 | $4.0M | 0.52% | |
| 13 | —WALDENCAST ACQUISITION CORP | 375,000 | $3.9M | 0.50% | |
| 14 | IYWISHARES TR | 16,025 | $1.6M | 0.21% | |
| 15 | CXSEWISDOMTREE TR | 23,000 | $1.6M | 0.20% | |
| 16 | NDQINVESCO QQQ TR | 4,345 | $1.5M | 0.20% | |
| 17 | KWEBKRANESHARES TR | 20,000 | $1.4M | 0.18% | |
| 18 | —HPX CORP | 123,209 | $1.3M | 0.17% | |
| 19 | —HPX CORP | 438,395 | $386K | 0.05% |