ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: 13F holdings

CIK 18324392026Q2

Positions16
Reported value$832.0m
Filed2026-08-14

Change since last quarter

Positions16 (+1 vs prior quarter)
Reported value$832.0m (-12.4%)

Top 10 holdings

SecuritySharesValueWeight
NU HLDGS LTD23,637,075$315.8m38.0%
MELI MERCADOLIBRE INC73,971$125.6m15.1%
DLOCAL LTD3,990,466$51.9m6.2%
INTER & CO INC7,504,483$40.7m4.9%
XP INC2,082,802$33.9m4.1%
META META PLATFORMS INC57,015$32.1m3.9%
GOOGL ALPHABET INC88,993$31.8m3.8%
MSFT MICROSOFT CORP83,749$31.2m3.8%
AMZN AMAZON COM INC121,071$28.9m3.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD59,225$28.3m3.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1832439")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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