2026 Q1 Portfolio Activity
In 2026 Q1, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. maintained a portfolio of 16 distinct positions. They heavily accumulated shares in AMAZON COM INC, increasing the position by 123.8%. The fund also reduced its exposure to MERCADOLIBRE INC by 76.7%.
Position History
hover any row below to update
Loading…
Total Positions
16
Quarter
2026 Q1
Top Holding
NU (36.3%)
Top 10 Concentration
91.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NU
NU HLDGS LTD
|
Financial Services | 36.28% | 34.67% |
#1
Prev: #1
|
6.0 |
—
|
-11,794,197 | -39.6% |
P
S
|
18,019,613 | $258,941,839 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XP
CALL
XP INC
|
CALL Option | 18.80% | 13.95% |
#2
1
Prev: #3
|
5.5 |
—
|
-5,225,900 | -42.6% |
P
S
|
7,046,100 | $134,157,744 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 7.55% | 18.74% |
#3
1
Prev: #2
|
4.0 |
—
|
-102,783 | -76.7% |
P
S
|
31,173 | $53,898,740 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.66% | 1.63% |
#4
7
Prev: #11
|
6.2 |
—
|
126,223 | 123.8% |
P
S
|
228,151 | $47,517,009 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XP
XP INC
|
Financial Services | 6.36% | 11.65% |
#5
1
Prev: #4
|
3.0 |
—
|
-7,865,022 | -76.8% |
P
S
|
2,382,538 | $45,363,524 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.25% | 1.53% |
#6
8
Prev: #14
|
5.5 |
—
|
75,056 | 165.0% |
P
S
|
120,556 | $44,626,215 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DLO
DLOCAL LTD
|
Technology | 3.76% | 3.76% |
#7
2
Prev: #5
|
1.5 |
—
|
-1,756,277 | -45.9% |
P
S
|
2,071,719 | $26,870,195 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.08% | 1.72% |
#8
2
Prev: #10
|
0.8 |
—
|
-47,149 | -35.6% |
P
S
|
85,277 | $14,872,309 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.04% | 2.06% |
#9
3
Prev: #6
|
0.8 |
—
|
-44,086 | -46.5% |
P
S
|
50,716 | $14,583,893 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.00% | 1.95% |
#10
3
Prev: #7
|
0.8 |
—
|
-49,959 | -54.2% |
P
S
|
42,261 | $14,282,105 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.90% | 1.88% |
#11
3
Prev: #8
|
0.8 |
—
|
-46,028 | -46.3% |
P
S
|
53,442 | $13,563,045 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 1.78% | 1.77% |
#12
3
Prev: #9
|
0.7 |
—
|
-86,844 | -46.3% |
P
S
|
100,558 | $12,698,464 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.73% | 1.56% |
#13
Prev: #13
|
0.7 |
—
|
-111,452 | -46.5% |
P
S
|
128,326 | $12,338,545 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 1.38% | 1.62% |
#14
2
Prev: #12
|
3.6 |
—
|
54,073 | 1242.5% |
P
S
|
58,425 | $9,839,518 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.32% | 1.41% |
#15
Prev: #15
|
0.5 |
—
|
-14,236 | -46.4% |
P
S
|
16,436 | $9,403,529 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTEX
VTEX
|
Technology | 0.11% | 0.10% |
#16
Prev: #16
|
0.0 |
—
|
-205,335 | -51.5% |
P
S
|
193,173 | $772,692 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-16 of 16 holdings