ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$664.9M
Holdings
25
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 809,908 | $91.5M | 13.76% | |
| 2 | MSFTMICROSOFT CORP | 378,543 | $88.2M | 13.26% | |
| 3 | MLB1MERCADOLIBRE INC | 98,422 | $81.5M | 12.25% | |
| 4 | NUNU HLDGS LTD | 17,807,576 | $78.4M | 11.78% | |
| 5 | XPXP INC | 3,160,664 | $60.1M | 9.04% | |
| 6 | METAMETA PLATFORMS INC | 398,411 | $54.1M | 8.13% | |
| 7 | GOOGLALPHABET INC | 527,562 | $50.5M | 7.59% | |
| 8 | STNESTONECO LTD | 5,072,360 | $48.3M | 7.27% | |
| 9 | CRMSALESFORCE INC | 302,345 | $43.5M | 6.54% | |
| 10 | DISDISNEY WALT CO | 222,674 | $21.0M | 3.16% | |
| 11 | BBDBANCO BRADESCO S A | 4,249,370 | $15.6M | 2.35% | |
| 12 | —HPX CORP | 991,790 | $9.8M | 1.48% | |
| 13 | —XPAC ACQUISITION CORP | 792,580 | $7.8M | 1.17% | |
| 14 | SHOPSHOPIFY INC | 180,067 | $4.9M | 0.73% | |
| 15 | AAPLAPPLE INC | 16,063 | $2.2M | 0.33% | |
| 16 | NDQINVESCO QQQ TR | 5,657 | $1.5M | 0.23% | |
| 17 | IYWISHARES TR | 20,138 | $1.5M | 0.22% | |
| 18 | VTEXVTEX | 323,174 | $1.2M | 0.18% | |
| 19 | CXSEWISDOMTREE TR | 35,930 | $1.1M | 0.17% | |
| 20 | KWEBKRANESHARES TR | 40,500 | $998K | 0.15% | |
| 21 | —MELI KASZEK PIONEER CORP | 99,250 | $980K | 0.15% | |
| 22 | INTRINTER & CO INC | 38,000 | $124K | 0.02% | |
| 23 | —HPX CORP | 495,829 | $119K | 0.02% | |
| 24 | —WALDENCAST ACQUISITION CORP | 123,849 | $94K | 0.01% | |
| 25 | —LDH GROWTH CORP I | 79,269 | $3K | 0.00% |