§ 13F · FUND PROFILE
ATMOS CAPITAL GESTAO DE RECURSOS LTDA..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $745.3T (13F)Positions · 17Turnover · — · Q4Filed · Feb 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$154.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | 29.81M | $499.1T | 22.7% | +109% |
| 2 | MELI | MERCADOLIBRE INC | 134K | $269.8T | 12.3% | +813% |
| 3 | NU | NU HLDGS LTD | 15.82M | $264.8T | 12.0% | +11% |
| 4 | XP | XP INC | 12.27M | $200.9T | 9.1% | +511% |
| 5 | XP | XP INC | 10.25M | $167.8T | 7.6% | +410% |
| 6 | MELI | MERCADOLIBRE INC | 76K | $152.1T | 6.9% | +415% |
| 7 | XP | XP INC | 6.14M | $100.4T | 4.6% | +205% |
| 8 | XP | XP INC | 5.62M | $92.0T | 4.2% | +180% |
| 9 | DLO | DLOCAL LTD | 3.83M | $54.1T | 2.5% | NEW |
| 10 | GOOGL | ALPHABET INC | 95K | $29.7T | 1.3% | +58% |
§ 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 $745263.7 trillion in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed