Atmos Capital Gestao De Recursos Ltda.
Atmos Capital Gestao De Recursos Ltda. reported 17 holdings worth US$832M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Atmos Capital Gestao De Recursos Ltda. reported 17 holdings worth US$832M as of Jun 30, 2026. Largest: Nu Holdings Ltd., Mercadolibre, Inc. and Dlocal Limited. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$832M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nu Holdings Ltd. | 23.6M | US$316M | 38.0% |
| Mercadolibre, Inc. | 73,971 | US$126M | 15.1% |
| Dlocal Limited | 3.99M | US$51.9M | 6.2% |
| Inter & Co. Inc. | 7.5M | US$40.7M | 4.9% |
| Xp Inc. | 2.08M | US$33.9M | 4.1% |
| Meta Platforms, Inc. | 57,015 | US$32.1M | 3.9% |
| Alphabet Inc (google) Class C | 88,993 | US$31.8M | 3.8% |
| Microsoft Corp. | 83,749 | US$31.2M | 3.8% |
| Amazon.com, Inc. | 121K | US$28.9M | 3.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 59,225 | US$28.3M | 3.4% |
| Nvidia Corporation | 119K | US$23.9M | 2.9% |
| Apple Inc | 52,922 | US$15.3M | 1.8% |
| Airbnb, Inc. | 99,452 | US$14.2M | 1.7% |
| Booking Holdings Inc. Common Stock | 73,101 | US$13M | 1.6% |
| Netflix, Inc. | 127K | US$9.08M | 1.1% |
| Vtex | 191K | US$765K | 0.09% |