ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001832439 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $645,312 (100.0% shares, 0.0% debt)

Holdings (10)

NU NU HLDGS LTD 26.5%

Value ($000) $171,088 Shares 12,469,985 Est. Cost $10.40 Unrealized +15.1%

XP XP INC 25.4%

Value ($000) $163,686 Shares 8,103,248 Est. Cost $18.57 Unrealized -7.0%

STNE STONECO LTD 22.6%

Value ($000) $145,901 Shares 9,096,070 Est. Cost $12.32 Unrealized —

MELI MERCADOLIBRE INC 19.9%

Value ($000) $128,267 Shares 49,076 Est. Cost $1377.51 Unrealized +69.5%

TSM TAIWAN SEMICONDUCTOR MFG LTD 4.7%

Value ($000) $30,520 Shares 134,754 Est. Cost $226.49 Unrealized —

QQQ INVESCO QQQ TR 0.3%

Value ($000) $1,725 Shares 3,127 Est. Cost $371.94 Unrealized —

Value ($000) $1,492 Shares 226,055 Est. Cost $21.97 Unrealized -73.3%

KWEB KRANESHARES TR 0.2%

Value ($000) $1,390 Shares 40,500 Est. Cost $58.42 Unrealized —

CXSE WISDOMTREE TR 0.2%

Value ($000) $1,236 Shares 35,930 Est. Cost $62.37 Unrealized —

WALDW WALDENCAST PLC 0.0%

Value ($000) $7 Shares 82,102 Est. Cost $0.27 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	12,469,985	$171,088	26.5%	$10.40	+15.1%	ORD SHS CL A	G6683N103
XP	XP INC	8,103,248	$163,686	25.4%	$18.57	-7.0%	CL A	G98239109
STNE	STONECO LTD	9,096,070	$145,901	22.6%	$12.32	—	COM CL A	G85158106
MELI	MERCADOLIBRE INC	49,076	$128,267	19.9%	$1377.51	+69.5%	COM	58733R102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	134,754	$30,520	4.7%	$226.49	—	SPONSORED ADS	874039100
QQQ	INVESCO QQQ TR	3,127	$1,725	0.3%	$371.94	—	UNIT SER 1	46090E103
VTEX	VTEX	226,055	$1,492	0.2%	$21.97	-73.3%	SHS CL A	G9470A102
KWEB	KRANESHARES TR	40,500	$1,390	0.2%	$58.42	—	CSI CHI INTERNET	500767306
CXSE	WISDOMTREE TR	35,930	$1,236	0.2%	$62.37	—	CHINADIV EX FI	97717X719
WALDW	WALDENCAST PLC	82,102	$7	0.0%	$0.27	—	W EXP 07/27/2027	G9503X111