Institutional Fund
Atmos Capital Gestao De Recursos Ltda.
Leblon - Rio De Janeiro, BrazilCIK 18324396 filings on record
Portfolio Value
$579.57M
Q1 2026
Holdings
15
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-12.2%
from $660.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nu Hldgs Ltd44.7%
- Mercadolibre Inc9.3%
- Amazon Com Inc8.2%
- Xp Inc7.8%
- Microsoft Corp7.7%
- Dlocal Ltd4.6%
- Other17.7%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd | 18.02M | $258.94M | 44.7% | +2.20M | Added |
| 2 | Mercadolibre Inc | 31.2K | $53.90M | 9.3% | −44.4K | Reduced |
| 3 | Amazon Com Inc | 228.2K | $47.52M | 8.2% | +177.2K | Added |
| 4 | Xp Inc | 2.38M | $45.36M | 7.8% | −3.24M | Reduced |
| 5 | Microsoft Corp | 120.6K | $44.63M | 7.7% | +97.8K | Added |
| 6 | Dlocal Ltd | 2.07M | $26.87M | 4.6% | +157.7K | Added |
| 7 | Nvidia Corporation | 85.3K | $14.87M | 2.6% | +19.1K | Added |
| 8 | Alphabet Inc | 50.7K | $14.58M | 2.5% | +3.3K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 42.3K | $14.28M | 2.5% | −3.8K | Reduced |
| 10 | Apple Inc | 53.4K | $13.56M | 2.3% | +3.7K | Added |
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