ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.4B
Holdings
15
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 29,813,810 | $499.0M | 34.68% | |
| 2 | XPXP INC | 22,519,560 | $367.0M | 25.50% | Call |
| 3 | MLB1MERCADOLIBRE INC | 133,956 | $269.0M | 18.69% | |
| 4 | DLODLOCAL LTD | 3,827,996 | $54.0M | 3.75% | |
| 5 | GOOGLALPHABET INC | 94,802 | $29.0M | 2.02% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 92,220 | $28.0M | 1.95% | |
| 7 | AAPLAPPLE INC | 99,470 | $27.0M | 1.88% | |
| 8 | ABNBAIRBNB INC | 187,402 | $25.0M | 1.74% | |
| 9 | NVDANVIDIA CORPORATION | 132,426 | $24.0M | 1.67% | |
| 10 | AMZNAMAZON COM INC | 101,928 | $23.0M | 1.60% | |
| 11 | BKNGBOOKING HOLDINGS INC | 4,352 | $23.0M | 1.60% | |
| 12 | MSFTMICROSOFT CORP | 45,500 | $22.0M | 1.53% | |
| 13 | NFLXNETFLIX INC | 239,778 | $22.0M | 1.53% | |
| 14 | METAMETA PLATFORMS INC | 30,672 | $20.0M | 1.39% | |
| 15 | VTEXVTEX | 398,508 | $1.0M | 0.07% |