ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$858.5M
Holdings
25
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPXP INC | 5,018,730 | $144.2M | 16.80% | |
| 2 | GOOGLALPHABET INC | 44,650 | $129.4M | 15.07% | |
| 3 | AMZNAMAZON COM INC | 37,591 | $125.3M | 14.60% | |
| 4 | METAMETA PLATFORMS INC | 369,905 | $124.4M | 14.49% | |
| 5 | MLB1MERCADOLIBRE INC | 59,081 | $79.7M | 9.28% | |
| 6 | CRMSALESFORCE COM INC | 206,201 | $52.4M | 6.10% | |
| 7 | MSFTMICROSOFT CORP | 129,052 | $43.4M | 5.06% | |
| 8 | SHOPSHOPIFY INC | 30,789 | $42.4M | 4.94% | |
| 9 | DISDISNEY WALT CO | 161,533 | $25.0M | 2.91% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 197,166 | $23.4M | 2.73% | |
| 11 | SNOWSNOWFLAKE INC | 65,045 | $22.0M | 2.57% | |
| 12 | —HPX CORP | 1,000,000 | $9.9M | 1.15% | |
| 13 | SESEA LTD | 39,900 | $8.9M | 1.04% | |
| 14 | —XPAC ACQUISITION CORP | 800,000 | $7.8M | 0.91% | |
| 15 | —LDH GROWTH CORP I | 400,000 | $3.9M | 0.46% | |
| 16 | —WALDENCAST ACQUISITION CORP | 375,000 | $3.7M | 0.43% | |
| 17 | VTEXVTEX | 280,571 | $3.0M | 0.35% | |
| 18 | IYWISHARES TR | 20,138 | $2.3M | 0.27% | |
| 19 | NDQINVESCO QQQ TR | 5,657 | $2.3M | 0.26% | |
| 20 | CXSEWISDOMTREE TR | 35,930 | $1.8M | 0.21% | |
| 21 | KWEBKRANESHARES TR | 40,500 | $1.5M | 0.17% | |
| 22 | —MELI KASZEK PIONEER CORP | 100,000 | $1.2M | 0.13% | |
| 23 | —HPX CORP | 499,999 | $270K | 0.03% | |
| 24 | —WALDENCAST ACQUISITION CORP | 124,999 | $151K | 0.02% | |
| 25 | —LDH GROWTH CORP I | 79,999 | $61K | 0.01% |