ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Q1 2026 13F Filing | 13F Explorer
Creator: ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Published: 2026-05-15

Location: Leblon - Rio de Janeiro, Brazil

CIK: 0001832439 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $714M (100.0% shares, 0.0% debt)

Holdings (16)

NU NU HLDGS LTD 36.3%

Value $259M Shares 18,019,613 Est. Cost $12.09 Unrealized +43.4%

XP XP INC 18.8%

Value $134M Shares 7,046,100 Est. Cost $18.55 Unrealized +4.2%

MELI MERCADOLIBRE INC 7.6%

Value $53.9M Shares 31,173 Est. Cost $1960.10 Unrealized +5.4%

AMZN AMAZON COM INC 6.7%

Value $47.52M Shares 228,151 Est. Cost $226.72 Unrealized +0.0%

XP XP INC 6.4%

Value $45.36M Shares 2,382,538 Est. Cost $18.55 Unrealized +4.2%

MSFT MICROSOFT CORP 6.3%

Value $44.63M Shares 120,556 Est. Cost $448.59 Unrealized -3.1%

DLO DLOCAL LTD 3.8%

Value $26.87M Shares 2,071,719 Est. Cost $14.07 Unrealized -3.5%

NVDA NVIDIA CORPORATION 2.1%

Value $14.87M Shares 85,277 Est. Cost $177.05 Unrealized +5.4%

GOOGL ALPHABET INC 2.0%

Value $14.58M Shares 50,716 Est. Cost $216.65 Unrealized +49.2%

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.0%

Value $14.28M Shares 42,261 Est. Cost $226.49 Unrealized —

AAPL APPLE INC 1.9%

Value $13.56M Shares 53,442 Est. Cost $228.17 Unrealized +15.2%

ABNB AIRBNB INC 1.8%

Value $12.7M Shares 100,558 Est. Cost $124.87 Unrealized +3.6%

NFLX NETFLIX INC. 1.7%

Value $12.34M Shares 128,326 Est. Cost $106.87 Unrealized -21.6%

BKNG BOOKING HOLDINGS INC 1.4%

Value $9.84M Shares 58,425 Est. Cost $4795.01 Unrealized -0.3%

META META PLATFORMS INC 1.3%

Value $9.404M Shares 16,436 Est. Cost $737.36 Unrealized -11.1%

VTEX VTEX 0.1%

Value $773K Shares 193,173 Est. Cost $21.97 Unrealized -85.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	18,019,613	$259M	36.3%	$12.09	+43.4%	ORD SHS CL A	G6683N103
XP	XP INC	7,046,100	$134M	18.8%	$18.55	+4.2%	Call	G98239109
MELI	MERCADOLIBRE INC	31,173	$53.9M	7.6%	$1960.10	+5.4%	COM	58733R102
AMZN	AMAZON COM INC	228,151	$47.52M	6.7%	$226.72	+0.0%	COM	023135106
XP	XP INC	2,382,538	$45.36M	6.4%	$18.55	+4.2%	CL A	G98239109
MSFT	MICROSOFT CORP	120,556	$44.63M	6.3%	$448.59	-3.1%	COM	594918104
DLO	DLOCAL LTD	2,071,719	$26.87M	3.8%	$14.07	-3.5%	CLASS A COM	G29018101
NVDA	NVIDIA CORPORATION	85,277	$14.87M	2.1%	$177.05	+5.4%	COM	67066G104
GOOGL	ALPHABET INC	50,716	$14.58M	2.0%	$216.65	+49.2%	CAP STK CL A	02079K305
TSM	TAIWAN SEMICONDUCTOR MFG LTD	42,261	$14.28M	2.0%	$226.49	—	SPONSORED ADS	874039100
AAPL	APPLE INC	53,442	$13.56M	1.9%	$228.17	+15.2%	COM	037833100
ABNB	AIRBNB INC	100,558	$12.7M	1.8%	$124.87	+3.6%	COM CL A	009066101
NFLX	NETFLIX INC.	128,326	$12.34M	1.7%	$106.87	-21.6%	COM	64110L106
BKNG	BOOKING HOLDINGS INC	58,425	$9.84M	1.4%	$4795.01	-0.3%	COM	09857L108
META	META PLATFORMS INC	16,436	$9.404M	1.3%	$737.36	-11.1%	CL A	30303M102
VTEX	VTEX	193,173	$773K	0.1%	$21.97	-85.1%	SHS CL A	G9470A102