ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | Institutional Filer | ▼ 50.42% | $713.7M | 15 |
Current Portfolio Holdings
Showing all 15 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. | Financial Services | 18.0M | $258.9M | 36.28% |
| 2 | XP | XP Inc. | Financial Services | 9.4M | $179.5M | 25.15% |
| 3 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 31K | $53.9M | 7.55% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 228K | $47.5M | 6.66% |
| 5 | MSFT | Microsoft Corporation | Technology | 121K | $44.6M | 6.25% |
| 6 | DLO | DLocal Limited | Technology | 2.1M | $26.9M | 3.76% |
| 7 | NVDA | NVIDIA Corporation | Technology | 85K | $14.9M | 2.08% |
| 8 | GOOGL | Alphabet Inc. | Technology | 51K | $14.6M | 2.04% |
| 9 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 42K | $14.3M | 2.00% |
| 10 | AAPL | Apple Inc. | Technology | 53K | $13.6M | 1.90% |
| 11 | ABNB | Airbnb, Inc. | Consumer Cyclical | 101K | $12.7M | 1.78% |
| 12 | NFLX | Netflix, Inc. | Communication Services | 128K | $12.3M | 1.73% |
| 13 | BKNG | Booking Holdings Inc. | Consumer Cyclical | 58K | $9.8M | 1.38% |
| 14 | META | Meta Platforms, Inc. | Technology | 16K | $9.4M | 1.32% |
| 15 | VTEX | Vtex | Technology | 193K | $773K | 0.11% |
Showing 1 to 15 of 15 holdings