The Analysis of ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Holdings


Currently, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. holds 15 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in NU (+15.6M shares, valued at $260.4M), MELI (+119.3K shares, valued at $240.3M), DLO (+3.8M shares, valued at $54.1M); initiated new positions in DLO (+3.8M shares, valued at $54.1M), ABNB (+187.4K shares, valued at $25.4M), BKNG (+4.4K shares, valued at $23.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NU NU HLDGS LTD29.8M shares109.06%2025-12-312026-02-17history
MELI MERCADOLIBRE INC134.0K shares813.44%2025-12-312026-02-17history
XP XP INC10.2M shares22.75%2025-12-312026-02-17history
DLO DLOCAL LTD3.8M sharesnew addition2025-12-312026-02-17history
ALPHABET INC ALPHABET INC94.8K shares58.26%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD92.2K shares56.74%2025-12-312026-02-17history
AAPL APPLE INC99.5K shares57.16%2025-12-312026-02-17history
ABNB AIRBNB INC187.4K sharesnew addition2025-12-312026-02-17history
Sponsored
NVDA NVIDIA CORPORATION132.4K shares56.60%2025-12-312026-02-17history
AMZN AMAZON COM INC101.9K shares56.08%2025-12-312026-02-17history
BKNG BOOKING HOLDINGS INC4.4K sharesnew addition2025-12-312026-02-17history
NFLX NETFLIX INC239.8K shares4063.54%2025-12-312026-02-17history
MSFT MICROSOFT CORP45.5K shares55.64%2025-12-312026-02-17history
META META PLATFORMS INC30.7K shares55.65%2025-12-312026-02-17history
VTEX VTEX398.5K shares78.68%2025-12-312026-02-17history

Call Option Holdings
XP Call CallXP INC12.3M shares510.55%2025-12-312026-02-17history

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | TradeFomo