ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q4 2025 13F Filing | 13F Explorer
Creator: ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Published: 2026-02-20

Location: Leblon - Rio de Janeiro, Brazil

CIK: 0001832439 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 20, 2026

Total Value: $760M (100.0% shares, 0.0% debt)

Holdings (16)

NU NU HLDGS LTD 34.8%

Value $265M Shares 15,815,788 Est. Cost $11.36 Unrealized +41.5%

MELI MERCADOLIBRE INC 20.0%

Value $152M Shares 75,535 Est. Cost $1960.10 Unrealized +7.2%

XP XP INC 13.2%

Value $100M Shares 6,136,000 Est. Cost $18.55 Unrealized -5.1%

XP XP INC 12.1%

Value $92.03M Shares 5,621,659 Est. Cost $18.55 Unrealized -5.1%

DLO DLOCAL LTD 3.6%

Value $27.06M Shares 1,913,998 Est. Cost $14.11 Unrealized 0.0%

GOOGL ALPHABET INC 2.0%

Value $14.84M Shares 47,401 Est. Cost $209.20 Unrealized +36.5%

TSM TAIWAN SEMICONDUCTOR MFG LTD 1.8%

Value $14.01M Shares 46,110 Est. Cost $226.49 Unrealized —

AAPL APPLE INC 1.8%

Value $13.52M Shares 49,735 Est. Cost $225.58 Unrealized +19.0%

ABNB AIRBNB INC 1.7%

Value $12.72M Shares 93,701 Est. Cost $124.53 Unrealized 0.0%

NVDA NVIDIA CORPORATION 1.6%

Value $12.35M Shares 66,213 Est. Cost $174.29 Unrealized +6.8%

AMZN AMAZON COM INC 1.5%

Value $11.76M Shares 50,964 Est. Cost $226.35 Unrealized +1.1%

BKNG BOOKING HOLDINGS INC 1.5%

Value $11.65M Shares 2,176 Est. Cost $5137.84 Unrealized 0.0%

NFLX NETFLIX INC 1.5%

Value $11.24M Shares 119,889 Est. Cost $108.49 Unrealized -0.6%

MSFT MICROSOFT CORP 1.4%

Value $11M Shares 22,750 Est. Cost $508.71 Unrealized -1.6%

META META PLATFORMS INC 1.3%

Value $10.12M Shares 15,336 Est. Cost $743.23 Unrealized -10.2%

VTEX VTEX 0.1%

Value $837K Shares 222,514 Est. Cost $21.97 Unrealized -81.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	15,815,788	$265M	34.8%	$11.36	+41.5%	ORD SHS CL A	G6683N103
MELI	MERCADOLIBRE INC	75,535	$152M	20.0%	$1960.10	+7.2%	COM	58733R102
XP	XP INC	6,136,000	$100M	13.2%	$18.55	-5.1%	Call	G98239109
XP	XP INC	5,621,659	$92.03M	12.1%	$18.55	-5.1%	CL A	G98239109
DLO	DLOCAL LTD	1,913,998	$27.06M	3.6%	$14.11	0.0%	CLASS A COM	G29018101
GOOGL	ALPHABET INC	47,401	$14.84M	2.0%	$209.20	+36.5%	CAP STK CL A	02079K305
TSM	TAIWAN SEMICONDUCTOR MFG LTD	46,110	$14.01M	1.8%	$226.49	—	SPONSORED ADS	874039100
AAPL	APPLE INC	49,735	$13.52M	1.8%	$225.58	+19.0%	COM	037833100
ABNB	AIRBNB INC	93,701	$12.72M	1.7%	$124.53	0.0%	COM CL A	009066101
NVDA	NVIDIA CORPORATION	66,213	$12.35M	1.6%	$174.29	+6.8%	COM	67066G104
AMZN	AMAZON COM INC	50,964	$11.76M	1.5%	$226.35	+1.1%	COM	023135106
BKNG	BOOKING HOLDINGS INC	2,176	$11.65M	1.5%	$5137.84	0.0%	COM	09857L108
NFLX	NETFLIX INC	119,889	$11.24M	1.5%	$108.49	-0.6%	COM	64110L106
MSFT	MICROSOFT CORP	22,750	$11M	1.4%	$508.71	-1.6%	COM	594918104
META	META PLATFORMS INC	15,336	$10.12M	1.3%	$743.23	-10.2%	CL A	30303M102
VTEX	VTEX	222,514	$837K	0.1%	$21.97	-81.3%	SHS CL A	G9470A102