§ 13F · FUND PROFILE
ATMOS CAPITAL GESTAO DE RECURSOS LTDA..
AUM · $832M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$41M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | 23.64M | $316M | 38.0% | +31% |
| 2 | MELI | MERCADOLIBRE INC | 74K | $126M | 15.1% | +137% |
| 3 | DLO | DLOCAL LTD | 3.99M | $52M | 6.2% | +93% |
| 4 | INTR | INTER & CO INC | 7.50M | $41M | 4.9% | NEW |
| 5 | XP | XP INC | 2.19M | $36M | 4.3% | −55% |
| 6 | XP | XP INC | 2.08M | $34M | 4.1% | — |
| 7 | META | META PLATFORMS INC | 57K | $32M | 3.9% | +247% |
| 8 | GOOGL | ALPHABET INC | 89K | $32M | 3.8% | +75% |
| 9 | MSFT | MICROSOFT CORP | 84K | $31M | 3.8% | −31% |
| 10 | AMZN | AMAZON COM INC | 121K | $29M | 3.5% | −47% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATMOS SIGNAL
AC read
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. is a Other fund managing $832 million in assets. The fund runs a focused portfolio of just 17 positions.
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