ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$804.2M
Holdings
26
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 434,900 | $147.6M | 18.35% | |
| 2 | AMZNAMAZON COM INC | 34,500 | $113.3M | 14.09% | |
| 3 | XPXP INC | 2,754,001 | $110.6M | 13.76% | |
| 4 | GOOGLALPHABET INC | 39,850 | $106.5M | 13.25% | |
| 5 | SHOPSHOPIFY INC | 41,700 | $56.5M | 7.03% | |
| 6 | MSFTMICROSOFT CORP | 144,000 | $40.6M | 5.05% | |
| 7 | CRMSALESFORCE COM INC | 137,927 | $37.4M | 4.65% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 228,500 | $33.8M | 4.21% | |
| 9 | MLB1MERCADOLIBRE INC | 17,400 | $29.2M | 3.63% | |
| 10 | DISDISNEY WALT CO | 166,036 | $28.1M | 3.49% | |
| 11 | NTCOYNATURA &CO HLDG S A | 1,629,848 | $27.1M | 3.37% | |
| 12 | SNOWSNOWFLAKE INC | 65,800 | $19.9M | 2.47% | |
| 13 | SESEA LTD | 40,300 | $12.8M | 1.60% | |
| 14 | —HPX CORP | 1,000,000 | $9.8M | 1.22% | |
| 15 | —XPAC ACQUISITION CORP | 800,000 | $7.9M | 0.98% | |
| 16 | VTEXVTEX | 282,500 | $5.8M | 0.72% | |
| 17 | —LDH GROWTH CORP I | 400,000 | $3.9M | 0.48% | |
| 18 | —WALDENCAST ACQUISITION CORP | 375,000 | $3.7M | 0.46% | |
| 19 | IYWISHARES TR | 20,138 | $2.0M | 0.25% | |
| 20 | NDQINVESCO QQQ TR | 5,657 | $2.0M | 0.25% | |
| 21 | CXSEWISDOMTREE TR | 35,930 | $1.9M | 0.24% | |
| 22 | KWEBKRANESHARES TR | 40,500 | $1.9M | 0.24% | |
| 23 | —MELI KASZEK PIONEER CORP | 100,000 | $1.1M | 0.14% | |
| 24 | —HPX CORP | 499,999 | $325K | 0.04% | |
| 25 | —WALDENCAST ACQUISITION CORP | 124,999 | $101K | 0.01% | |
| 26 | —LDH GROWTH CORP I | 79,999 | $60K | 0.01% |