Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings

Atmos Capital Gestao De Recursos Ltda.

  • $745 Million
  • Q3 2025

Atmos Capital Gestao De Recursos Ltda. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $745 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $228M, Stone Co Ltd. with a value of $169M, Xp Inc. with a value of $157M, Mercadolibre Inc with a value of $34.3M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $16.4M.

Examining the 13F form we can see an increase of $100M in the current position value, from $645M to 745M.

Atmos Capital Gestao De Recursos Ltda. is based out at Leblon Rio De Janeiro, D5

Below you can find more details about Atmos Capital Gestao De Recursos Ltda. portfolio as well as his latest detailed transactions.

Portfolio value $745 Million
Financial Services: $423 Million
Technology: $233 Million
Consumer Cyclical: $48.6 Million
Communication Services: $35.9 Million
ETFs: $4.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.3B
$228 Million 30.64% of portfolio
14,261,084
Q3 2025 Added 14.36%
$4.71B
$169 Million 22.68% of portfolio
8,938,117
Q3 2025 Reduced 1.74%
$8.35B
$157 Million 21.05% of portfolio
8,348,466
Q3 2025 Added 3.03%
$103B
$34.3 Million 4.6% of portfolio
14,665
Q3 2025 Reduced 70.12%
$1.46T
$16.4 Million 2.2% of portfolio
58,836
Q3 2025 Reduced 56.34%
$4.3T
$16.1 Million 2.16% of portfolio
63,293
Q3 2025 New
$465B
$15.8 Million 2.12% of portfolio
84,565
Q3 2025 New
$3.78T
$15.1 Million 2.03% of portfolio
29,235
Q3 2025 New
$1.65T
$14.6 Million 1.95% of portfolio
59,903
Q3 2025 New
$1.37T
$14.5 Million 1.94% of portfolio
19,706
Q3 2025 New
$2.39T
$14.3 Million 1.92% of portfolio
65,304
Q3 2025 New
$49.1B
$6.9 Million 0.93% of portfolio
5,759
Q3 2025 New
$0
$1.56 Million 0.21% of portfolio
2,592
Q3 2025 Reduced 17.11%
$0
$1.41 Million 0.19% of portfolio
33,566
Q3 2025 Reduced 17.12%
$0
$1.33 Million 0.18% of portfolio
29,779
Q3 2025 Reduced 17.12%
$333M
$976,000 0.13% of portfolio
223,027
Q3 2025 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $745 Million
  • Prior Value $645 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Atmos Capital Gestao De Recursos Ltda. Portfolio

Follow Atmos Capital Gestao De Recursos Ltda. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atmos Capital Gestao De Recursos Ltda., based on Form 13F filings with the SEC.

News

Stay updated on Atmos Capital Gestao De Recursos Ltda. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email