Atmos Capital Gestao DE Recursos Ltda. 13F Holdings · Q2 2026
Atmos Capital Gestao DE Recursos Ltda. reported 16 securities worth $832.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NU (37.95%), MELI (15.09%), XP (8.35%). Among its top 25 positions this quarter: 1 new, 8 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $315.8M | 37.95% | 23.6M | Added |
| 2 | MELI | MERCADOLIBRE INC | $125.6M | 15.09% | 73,971 | Added |
| 3 | XP | XP INC | $69.5M | 8.35% | 4.3M | Trimmed |
| 4 | DLO | DLOCAL LTD | $51.9M | 6.23% | 4.0M | Added |
| 5 | INTR | INTER & CO INC | $40.7M | 4.90% | 7.5M | New |
| 6 | META | META PLATFORMS INC | $32.1M | 3.86% | 57,015 | Added |
| 7 | GOOGL | ALPHABET INC | $31.8M | 3.82% | 88,993 | Added |
| 8 | MSFT | MICROSOFT CORP | $31.2M | 3.75% | 83,749 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $28.9M | 3.47% | 121,071 | Trimmed |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $28.3M | 3.40% | 59,225 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $23.9M | 2.87% | 119,301 | Added |
| 12 | AAPL | APPLE INC | $15.3M | 1.84% | 52,922 | Trimmed |
| 13 | ABNB | AIRBNB INC | $14.2M | 1.71% | 99,452 | Trimmed |
| 14 | BKNG | BOOKING HOLDINGS INC | $13.0M | 1.57% | 73,101 | Added |
| 15 | NFLX | NETFLIX INC. | $9.1M | 1.09% | 127,225 | Trimmed |
| 16 | VTEX | VTEX | $765,020 | 0.09% | 191,255 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR