§ 13F · FUND PROFILE
ATMOS CAPITAL GESTAO DE RECURSOS LTDA..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $745M (13F)Positions · 17Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | 18.02M | $259M | 36.3% | −61% |
| 2 | XP | XP INC | 7.05M | $134M | 18.8% | −72% |
| 3 | MELI | MERCADOLIBRE INC | 31K | $54M | 7.6% | −85% |
| 4 | AMZN | AMAZON COM INC | 228K | $48M | 6.7% | +49% |
| 5 | XP | XP INC | 2.38M | $45M | 6.4% | — |
| 6 | MSFT | MICROSOFT CORP | 121K | $45M | 6.3% | +77% |
| 7 | DLO | DLOCAL LTD | 2.07M | $27M | 3.8% | −64% |
| 8 | NVDA | NVIDIA CORPORATION | 85K | $15M | 2.1% | −57% |
| 9 | GOOGL | ALPHABET INC | 51K | $15M | 2.0% | −64% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 42K | $14M | 2.0% | −69% |
§ 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 $745 million in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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