ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$606.8M
Holdings
14
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STNESTONECO LTD | 2,241,367 | $188.1M | 31.00% | |
| 2 | METAFACEBOOK INC | 508,500 | $138.9M | 22.89% | |
| 3 | XPXP INC | 1,800,415 | $71.4M | 11.77% | |
| 4 | DISDISNEY WALT CO | 272,636 | $49.4M | 8.14% | |
| 5 | MLB1MERCADOLIBRE INC | 28,000 | $46.9M | 7.73% | |
| 6 | NTCOYNATURA &CO HLDG S A | 2,074,172 | $41.5M | 6.84% | |
| 7 | MSFTMICROSOFT CORP | 183,200 | $40.7M | 6.71% | |
| 8 | —HPX CORP | 1,000,000 | $10.6M | 1.74% | |
| 9 | CSANCOSAN LTD | 461,043 | $8.5M | 1.40% | |
| 10 | VALEVALE S A | 353,602 | $5.9M | 0.98% | |
| 11 | CRMSALESFORCE COM INC | 14,500 | $3.2M | 0.53% | |
| 12 | IYWISHARES TR | 6,600 | $562K | 0.09% | |
| 13 | NDQINVESCO QQQ TR | 1,770 | $555K | 0.09% | |
| 14 | VOOVANGUARD INDEX FDS | 1,580 | $543K | 0.09% |