ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$658.0M
Holdings
24
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPXP INC | 6,642,038 | $119.3M | 18.13% | |
| 2 | AMZNAMAZON COM INC | 643,652 | $68.4M | 10.39% | |
| 3 | MSFTMICROSOFT CORP | 265,352 | $68.2M | 10.36% | |
| 4 | MLB1MERCADOLIBRE INC | 101,524 | $64.7M | 9.83% | |
| 5 | GOOGLALPHABET INC | 28,732 | $62.6M | 9.52% | |
| 6 | NDQINVESCO QQQ TR | 221,812 | $62.2M | 9.45% | |
| 7 | METAMETA PLATFORMS INC | 365,528 | $58.9M | 8.96% | |
| 8 | CRMSALESFORCE INC | 281,750 | $46.5M | 7.07% | |
| 9 | DISDISNEY WALT CO | 424,670 | $40.1M | 6.09% | |
| 10 | BBDBANCO BRADESCO S A | 4,249,497 | $13.9M | 2.11% | |
| 11 | ITUBITAU UNIBANCO HLDG S A | 3,057,279 | $13.1M | 1.99% | |
| 12 | SHOPSHOPIFY INC | 354,950 | $11.1M | 1.69% | |
| 13 | —HPX CORP | 1,000,000 | $10.0M | 1.52% | |
| 14 | —XPAC ACQUISITION CORP | 800,000 | $8.1M | 1.23% | |
| 15 | NUNU HLDGS LTD | 656,812 | $2.5M | 0.37% | |
| 16 | AAPLAPPLE INC | 15,520 | $2.1M | 0.32% | |
| 17 | IYWISHARES TR | 20,138 | $1.6M | 0.24% | |
| 18 | CXSEWISDOMTREE TR | 35,930 | $1.5M | 0.23% | |
| 19 | KWEBKRANESHARES TR | 40,500 | $1.3M | 0.20% | |
| 20 | —MELI KASZEK PIONEER CORP | 100,000 | $990K | 0.15% | |
| 21 | VTEXVTEX | 318,459 | $981K | 0.15% | |
| 22 | —WALDENCAST ACQUISITION CORP | 124,999 | $90K | 0.01% | |
| 23 | —HPX CORP | 499,999 | $40K | 0.01% | |
| 24 | —LDH GROWTH CORP I | 79,999 | $20K | 0.00% |