Atmos Capital Gestao De Recursos Ltda. Portfolio Stock Holdings
Atmos Capital Gestao De Recursos Ltda. disclosed 15 stock positions valued at approximately $579.6 million in its latest SEC 13F filing. The largest holdings include NU HLDGS LTD, MERCADOLIBRE INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $579.6M
Holdings by Sector
Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NU HLDGS LTD | G6683N103 | Other | 44.68% | 18,019,613 | -11,794,197 | -39.56% | $258,941,839 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 9.30% | 31,173 | -102,783 | -76.73% | $53,898,740 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 8.20% | 228,151 | +126,223 | +123.84% | $47,517,009 |
| XP INC | XP | Other | 7.83% | 2,382,538 | -7,865,022 | -76.75% | $45,363,524 |
| MICROSOFT CORP | MSFT | Technology | 7.70% | 120,556 | +75,056 | +164.96% | $44,626,215 |
| DLOCAL LTD | DLO | Other | 4.64% | 2,071,719 | -1,756,277 | -45.88% | $26,870,195 |
| NVIDIA CORPORATION | NVDA | Technology | 2.57% | 85,277 | -47,149 | -35.60% | $14,872,309 |
| ALPHABET INC | GOOGL | Communication Services | 2.52% | 50,716 | -44,086 | -46.50% | $14,583,893 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 2.46% | 42,261 | -49,959 | -54.17% | $14,282,105 |
| APPLE INC | AAPL | Technology | 2.34% | 53,442 | -46,028 | -46.27% | $13,563,045 |
| AIRBNB INC | ABNB | Consumer Cyclical | 2.19% | 100,558 | -86,844 | -46.34% | $12,698,464 |
| NETFLIX INC. | NFLX | Communication Services | 2.13% | 128,326 | -111,452 | -46.48% | $12,338,545 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.70% | 58,425 | +54,073 | +1242.49% | $9,839,518 |
| META PLATFORMS INC | META | Communication Services | 1.62% | 16,436 | -14,236 | -46.41% | $9,403,529 |
Atmos Capital Gestao De Recursos Ltda. Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | XP | XP Inc | CALL | 7,046,100 | $134,157,744 |
Notional value represents the total exposure of the options position.