Institutions / Atmos Capital Gestao de Recursos Ltda.
Atmos Capital Gestao de Recursos Ltda.
CIK 1832439 · Institution · as of Dec 31, 2025
Portfolio value
$660.05M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Nu Hldgs Ltd | $264.76M | 40.1% |
| MercadoLibre, Inc. | $152.15M | 23.1% |
| Xp Inc | $92.03M | 13.9% |
| Dlocal Ltd | $27.06M | 4.1% |
| Alphabet Inc. | $14.84M | 2.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $14.01M | 2.1% |
| Apple Inc. | $13.52M | 2.0% |
| Airbnb, Inc. | $12.72M | 1.9% |
| NVIDIA Corp | $12.35M | 1.9% |
| Amazon.com Inc | $11.76M | 1.8% |
| Booking Holdings Inc | $11.65M | 1.8% |
| Netflix Inc | $11.24M | 1.7% |
| Microsoft Corp | $11.00M | 1.7% |
| Meta Platforms Inc | $10.12M | 1.5% |
| Vtex | $836.7K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.