Atmos Capital Gestao De Recursos Ltda. Portfolio Stock Holdings
Atmos Capital Gestao De Recursos Ltda. disclosed 16 stock positions valued at approximately $796.4 million in its latest SEC 13F filing. The largest holdings include NU HLDGS LTD, MERCADOLIBRE INC, and DLOCAL LTD. The filing reflects positions held as of June 30, 2026 and was filed on August 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $796.4M
Holdings by Sector
Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings in Q2 2026
14 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NU HLDGS LTD | G6683N103 | Other | 39.65% | 23,637,075 | +5,617,462 | +31.17% | $315,791,322 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 15.77% | 73,971 | +42,798 | +137.29% | $125,557,636 |
| DLOCAL LTD | DLO | Other | 6.51% | 3,990,466 | +1,918,747 | +92.62% | $51,856,106 |
| XP INC | XP | Other | 4.25% | 2,082,802 | -299,736 | -12.58% | $33,866,361 |
| META PLATFORMS INC | META | Communication Services | 4.03% | 57,015 | +40,579 | +246.89% | $32,115,979 |
| ALPHABET INC | GOOGL | Communication Services | 3.99% | 88,993 | +38,277 | +75.47% | $31,803,428 |
| MICROSOFT CORP | MSFT | Technology | 3.92% | 83,749 | -36,807 | -30.53% | $31,240,052 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.62% | 121,071 | -107,080 | -46.93% | $28,856,062 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 3.55% | 59,225 | +16,964 | +40.14% | $28,284,083 |
| NVIDIA CORPORATION | NVDA | Technology | 3.00% | 119,301 | +34,024 | +39.90% | $23,870,937 |
| APPLE INC | AAPL | Technology | 1.92% | 52,922 | -520 | -0.97% | $15,313,510 |
| AIRBNB INC | ABNB | Consumer Cyclical | 1.79% | 99,452 | -1,106 | -1.10% | $14,231,581 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.64% | 73,101 | +14,676 | +25.12% | $13,029,522 |
| NETFLIX INC. | NFLX | Communication Services | 1.14% | 127,225 | -1,101 | -0.86% | $9,083,865 |
Atmos Capital Gestao De Recursos Ltda. Options Holdings in Q2 2026
1 options positions in the latest reporting period.
Page 1 of 1
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | XP | XP Inc | CALL | 2,191,200 | $35,628,912 |
Notional value represents the total exposure of the options position.