SEC Form 13F

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13F Holdings

Inspect ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$832,043,719
Positions
17

Disclosed positions

NU HLDGS LTDNUORD SHS CL A$315,791,32223,637,075SHNone
MERCADOLIBRE INCMELICOM$125,557,63673,971SHNone
DLOCAL LTDDLOCLASS A COM$51,856,1063,990,466SHNone
INTER & CO INCINTRCLASS A COM$40,749,3437,504,483SHNone
XP INCXPCL A$35,628,9122,191,200SHCall
XP INCXPCL A$33,866,3612,082,802SHNone
META PLATFORMS INCMETACL A$32,115,97957,015SHNone
ALPHABET INCGOOGLCAP STK CL A$31,803,42888,993SHNone
MICROSOFT CORPMSFTCOM$31,240,05283,749SHNone
AMAZON COM INCAMZNCOM$28,856,062121,071SHNone
TAIWAN SEMICONDUCTOR MFG LTDTSMSPONSORED ADS$28,284,08359,225SHNone
NVIDIA CORPORATIONNVDACOM$23,870,937119,301SHNone
APPLE INCAAPLCOM$15,313,51052,922SHNone
AIRBNB INCABNBCOM CL A$14,231,58199,452SHNone
BOOKING HOLDINGS INCBKNGCOM$13,029,52273,101SHNone
NETFLIX INC.NFLXCOM$9,083,865127,225SHNone
VTEXVTEXSHS CL A$765,020191,255SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 1 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.