Atmos Capital Gestao De Recursos Ltda. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Atmos Capital Gestao De Recursos Ltda. disclosed 16 stock positions valued at approximately $796.41M as of quarter-end June 30, 2026. The largest holdings include NU HLDGS LTD, MERCADOLIBRE INC, and DLOCAL LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $796.41M
Holdings by Sector
Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NU HLDGS LTD | NU | Financial Services | 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 | Technology | 6.51% | 3,990,466 | +1,918,747 | +92.62% | $51,856,106 |
| INTER & CO INC | INTR | Financial Services | 5.12% | 7,504,483 | +7,504,483 | +100.00% | $40,749,343 |
| XP INC | XP | Financial Services | 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 |
| VTEX | VTEX | Technology | 0.10% | 191,255 | -1,918 | -0.99% | $765,020 |
Showing 16 of 16 holdings in the latest reporting period.
Atmos Capital Gestao De Recursos Ltda. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | XP | XP Inc. | CALL | 2,191,200 | $35,628,912 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.