Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. (CIK 1832439) reported $713.7M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NU ($258.9M, 36.28%), XP ($179.5M, 25.15%), MELI ($53.9M, 7.55%), AMZN ($47.5M, 6.66%), MSFT ($44.6M, 6.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $258.9M | 36.28% | 18.0M | Added |
| 2 | XP | XP INC | $179.5M | 25.15% | 9.4M | Trimmed |
| 3 | MELI | MERCADOLIBRE INC | $53.9M | 7.55% | 31,173 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $47.5M | 6.66% | 228,151 | Added |
| 5 | MSFT | MICROSOFT CORP | $44.6M | 6.25% | 120,556 | Added |
| 6 | DLO | DLOCAL LTD | $26.9M | 3.76% | 2.1M | Added |
| 7 | NVDA | NVIDIA CORPORATION | $14.9M | 2.08% | 85,277 | Added |
| 8 | GOOGL | ALPHABET INC | $14.6M | 2.04% | 50,716 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $14.3M | 2.00% | 42,261 | Trimmed |
| 10 | AAPL | APPLE INC | $13.6M | 1.90% | 53,442 | Added |
| 11 | ABNB | AIRBNB INC | $12.7M | 1.78% | 100,558 | Added |
| 12 | NFLX | NETFLIX INC. | $12.3M | 1.73% | 128,326 | Added |
| 13 | BKNG | BOOKING HOLDINGS INC | $9.8M | 1.38% | 58,425 | Added |
| 14 | META | META PLATFORMS INC | $9.4M | 1.32% | 16,436 | Added |
| 15 | VTEX | VTEX | $772,692 | 0.11% | 193,173 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31