ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$745.3M
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 14,261,084 | $228.3M | 30.64% | |
| 2 | XPXP INC | 10,358,466 | $194.6M | 26.12% | Call |
| 3 | STNESTONECO LTD | 8,938,117 | $169.0M | 22.68% | |
| 4 | MLB1MERCADOLIBRE INC | 14,665 | $34.3M | 4.60% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 58,836 | $16.4M | 2.20% | |
| 6 | AAPLAPPLE INC | 63,293 | $16.1M | 2.16% | |
| 7 | NVDANVIDIA CORPORATION | 84,565 | $15.8M | 2.12% | |
| 8 | MSFTMICROSOFT CORP | 29,235 | $15.1M | 2.03% | |
| 9 | GOOGLALPHABET INC | 59,903 | $14.6M | 1.95% | |
| 10 | METAMETA PLATFORMS INC | 19,706 | $14.5M | 1.94% | |
| 11 | AMZNAMAZON COM INC | 65,304 | $14.3M | 1.92% | |
| 12 | NFLXNETFLIX INC | 5,759 | $6.9M | 0.93% | |
| 13 | NDQINVESCO QQQ TR | 2,592 | $1.6M | 0.21% | |
| 14 | KWEBKRANESHARES TR | 33,566 | $1.4M | 0.19% | |
| 15 | CXSEWISDOMTREE TR | 29,779 | $1.3M | 0.18% | |
| 16 | VTEXVTEX | 223,027 | $976K | 0.13% |