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ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
hedge fundUpdated 27 days agoManaged by Atmos Capital Gestao De Recursos Ltda. • Latest filing Q2 2026
Portfolio value
$832M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
95.7%
Weight of largest holdings
Annualized return
36.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $345M |
| Q2 2023 | $624.9M |
| Q3 2023 | $795.8M |
| Q4 2023 | $870.9M |
| Q1 2024 | $819.8M |
| Q2 2024 | $713.5M |
| Q3 2024 | $700.8M |
| Q4 2024 | $461.1M |
| Q1 2025 | $476M |
| Q2 2025 | $645.3M |
| Q3 2025 | $745.3M |
| Q4 2025 | $1.4B |
| Q1 2026 | $713.7M |
| Q2 2026 | $832M |
Top holdings
17 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NU NU HLDGS LTD | $315.8M | 23.64M | 37.95% | — |
| 2 | M MELI MERCADOLIBRE INC | $125.6M | 74.0K | 15.09% | — |
| 3 | D DLO DLOCAL LTD | $51.9M | 3.99M | 6.23% | — |
| 4 | I INTR INTER & CO INC | $40.7M | 7.50M | 4.90% | — |
| 5 | P PRGO XP INC | $35.6M | 2.19M | 4.28% | — |
| 6 | P PRGO XP INC | $33.9M | 2.08M | 4.07% | — |
| 7 | M META META PLATFORMS INC | $32.1M | 57.0K | 3.86% | — |
| 8 | G GOOGN ALPHABET INC | $31.8M | 89.0K | 3.82% | — |
| 9 | M MSFT MICROSOFT CORP | $31.2M | 83.7K | 3.75% | — |
| 10 | A AMZN AMAZON COM INC | $28.9M | 121.1K | 3.47% | — |
| 11 | T TSMWF TAIWAN SEMICONDUCTOR MFG LTD | $28.3M | 59.2K | 3.40% | — |
| 12 | N NVDA NVIDIA CORPORATION | $23.9M | 119.3K | 2.87% | — |
| 13 | A AAPL APPLE INC | $15.3M | 52.9K | 1.84% | — |
| 14 | A ABNB AIRBNB INC | $14.2M | 99.5K | 1.71% | — |
| 15 | B BKNG BOOKING HOLDINGS INC | $13M | 73.1K | 1.57% | — |
| 16 | N NFLX NETFLIX INC. | $9.1M | 127.2K | 1.09% | — |
| 17 | V VTEX VTEX | $765K | 191.3K | 0.09% | — |