AC

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

13F
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Last update 2025-05-16 12 Stocks (0 new)
Value $476.00 Mil Turnover 5 %
Countries:
Top Holdings: STNE(26.38%)XP(25.83%)MELI(18.43%)META(9.22%)GOOGL(8.56%)
Summary Stock Picks Current Portfolio
ATMOS CAPITAL GESTAO DE RECURS... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
STNE
StoneCo Ltd
11,982,873
125,580.5
+3.09%
26.380
+0.79%
4.410
+34.17%
+94.10%
4,200.8
Software
XP
XP Inc
8,941,951
122,951.8
+20.25%
25.830
+4.35%
1.660
+35.66%
+54.09%
9,622.0
Capital Markets
MELI
MercadoLibre Inc
44,963
87,717.0
-7.42%
18.430
-1.33%
0.090
+19.55%
+40.40%
121,037.4
Retail - Cyclical
META
Meta Platforms Inc
76,112
43,867.9
-9.03%
9.220
-0.96%
0.000
+32.10%
+22.75%
1,804,054.9
Interactive Media
GOOGL
Alphabet Inc
263,446
40,739.3
-1.62%
8.560
-0.18%
0.000
+14.81%
-4.59%
2,192,674.9
Interactive Media
NU
Nu Holdings Ltd
3,304,622
33,839.3
-28.26%
7.110
-2.92%
0.070
+21.61%
+23.84%
61,897.1
Banks
AMZN
Amazon.com Inc
83,811
15,945.9
-59.05%
3.350
-5.75%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
QQQ
INVESCO QQQ Trust
3,127
1,466.3
0%
0.310
0%
0.000
+22.10%
+8.69%
355,935.0
 
KWEB
KraneShares CSI China Internet ETF
40,500
1,413.9
0%
0.300
0%
0.020
+10.91%
+15.80%
6,323.0
 
VTEX
Vtex
243,315
1,233.6
-6.55%
0.260
-0.02%
0.130
+25.71%
+4.58%
1,123.1
Software

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Historical Top Holdings Breakdowns

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-5.75%
●
190.26 ($217) 242.06
$225.02
3.70%
Reduce -59.05%
83,811
-120,862
XP
XP Inc
2025-03-31
Add
Add
+4.35%
●
11.05 ($13.77) 15.69
$18.26
32.61%
Add 20.25%
8,941,951
1,505,922
NU
Nu Holdings Ltd
2025-03-31
Reduce
Reduce
-2.92%
●
10.12 ($11.82) 13.95
$12.83
8.54%
Reduce -28.26%
3,304,622
-1,301,661
MELI
MercadoLibre Inc
2025-03-31
Reduce
Reduce
-1.33%
●
1739 ($1984.94) 2260
$2,387.45
20.28%
Reduce -7.42%
44,963
-3,605
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.96%
●
576.36 ($645.17) 736.67
$717.51
11.21%
Reduce -9.03%
76,112
-7,559
STNE
StoneCo Ltd
2025-03-31
Add
Add
+0.79%
●
7.85 ($9.42) 11.45
$15.47
64.23%
Add 3.09%
11,982,873
359,037
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.18%
●
154.33 ($181.36) 206.38
$180.19
-0.65%
Reduce -1.62%
263,446
-4,349
VTEX
Vtex
2025-03-31
Reduce
Reduce
-0.02%
●
4.33 ($5.68) 6.77
$6.16
8.45%
Reduce -6.55%
243,315
-17,043
NU
Nu Holdings Ltd
2024-12-31
Reduce
Reduce
-14.14%
●
10.24 ($13.3) 15.89
$12.83
-3.53%
Reduce -61.18%
4,606,283
-7,260,453
GOOGL
Alphabet Inc
2024-12-31
New Buy
New Buy
+10.99%
●
161.86 ($175.1) 196.66
$180.19
2.91%
New holding
267,795
267,795

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Total Holding History ($B)

To

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Asset Allocation

To

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Hypothetical Growth since 2025-03-31

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Yearly Returns

Year Portfolio % % Excess Gain %

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Holdings Heat Map

Size field:

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Holdings Bubble Chart

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. News

  • 1

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