ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK 1832439
13F filing for Q2 2026・No. 2,883
- Holdings
- US$832.04M
- Quarter change
- +US$118.31M
- Entries
- 17
- Net bought (estimate)
- +US$222.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 7
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
16 stocks worth US$796.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NUNU HLDGS LTDORD SHS CL A | Added | 23,637,075 | US$315.79M | 39.65% |
| MELIMERCADOLIBRE INCCOM | Added | 73,971 | US$125.56M | 15.77% |
| DLOCAL LTDCLASS A COM | Added | 3,990,466 | US$51.86M | 6.51% |
| INTER & CO INCCLASS A COM | New | 7,504,483 | US$40.75M | 5.12% |
| XPXP INCCL A | Cut | 2,082,802 | US$33.87M | 4.25% |
| METAMetaCL A | Added | 57,015 | US$32.12M | 4.03% |
| GOOGLAlphabetCAP STK CL A | Added | 88,993 | US$31.8M | 3.99% |
| MSFTMicrosoftCOM | Cut | 83,749 | US$31.24M | 3.92% |
| AMZNAmazonCOM | Cut | 121,071 | US$28.86M | 3.62% |
| TSMTSMC ADRSPONSORED ADS | Added | 59,225 | US$28.28M | 3.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.