ATMOS CAPITAL GESTAO DE RECURSOS LTDA. VTEX — VTEX

Ownership history in ATMOS CAPITAL GESTAO DE RECURSOS LTDA.  ·  19 quarters on record

AI Ownership Summary

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported VTEX (VTEX) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2024 Q4. The latest visible filing shows VTEX at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s position in VTEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTEX was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTEX stock page ATMOS CAPITAL GESTAO DE RECURSOS LTDA. fund profile ATMOS CAPITAL GESTAO DE RECURSOS LTDA. full holdings
How ATMOS CAPITAL GESTAO DE RECURSOS LTDA. held VTEX — position size vs. price
% of Fund (quarterly)    VTEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 193,173 -205,335 -51.5% 0.11% $773K 2026-05-15 $3.55
2025 Q4 ADDED — — — 398,508 +175,481 +78.7% 0.10% $1.5M 2026-02-17 $3.03
2025 Q3 REDUCED — — — 223,027 -3,028 -1.3% 0.13% $977K 2025-11-14 $4.01
2025 Q2 REDUCED 7.1% -32.9% ✅ 226,055 -17,260 -7.1% 0.23% $1.5M 2025-08-14 $3.96
2025 Q1 REDUCED 6.5% +30.2% ❌ 243,315 -17,043 -6.5% 0.26% $1.2M 2025-05-16 $6.29
2024 Q4 REDUCED — — — 260,358 -1,214 -0.5% 0.33% $1.5M 2025-02-14 $6.36
2024 Q3 ADDED — — — 261,572 +84 +0.0% 0.28% $1.9M 2024-11-14 $6.52
2024 Q2 REDUCED — — — 261,488 -10,796 -4.0% 0.27% $1.9M 2024-08-14 $7.32
2024 Q1 ADDED — — — 272,284 +4,821 +1.8% 0.27% $2.2M 2024-05-15 $7.27
2023 Q4 REDUCED — — — 267,463 -3,996 -1.5% 0.21% $1.8M 2024-02-14 $7.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTEX

As of 2026 Q1 — sorted by position size

SOFTBANK GROUP CORP. 3Y 1.35% nVerses Capital, LLC 0.21% GLOBEFLEX CAPITAL L P 3Y 7Y 0.17% EntryPoint Capital, LLC 0.02% Polymer Capital Management (US) LLC 0.02% Caitong International Asset Management Co., Ltd 0.02% Numerai GP LLC 3Y 0.02% JACOBS LEVY EQUITY MANAGEMENT, INC 3Y 7Y 0.01% Cornerstone Investment Partners, LLC 3Y 7Y 0.01% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.01%

FAQ About ATMOS CAPITAL GESTAO DE RECURSOS LTDA. and VTEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported owning VTEX?

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported VTEX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTEX position in ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s portfolio?

The largest reported portfolio weight for VTEX was 0.33% in 2024 Q4.

What is the latest reported VTEX position on this page?

The most recent filing on this page is 2026 Q1, when ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 193,173 shares, equal to 0.11% of portfolio, with an estimated market value of $773K.

What does the chart on this VTEX ownership page compare?

The chart compares ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s quarterly VTEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATMOS CAPITAL GESTAO DE RECURSOS LTDA. time their VTEX position?

Based on 13F filing dates vs. subsequent VTEX price moves, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. correctly timed 12 out of 18 reported position changes (67%). The annualised alpha on VTEX relative to SPY over the holding period was -36.1%.

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