Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings

Atmos Capital Gestao De Recursos Ltda.

  • $476 Million
  • Q1 2025

Atmos Capital Gestao De Recursos Ltda. has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $476 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stone Co Ltd. with a value of $126M, Xp Inc. with a value of $123M, Mercadolibre Inc with a value of $87.7M, Meta Platforms, Inc. with a value of $43.9M, and Alphabet Inc. with a value of $40.7M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $461M to 476M.

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 $476 Million
Financial Services: $157 Million
Technology: $127 Million
Consumer Cyclical: $104 Million
Communication Services: $84.6 Million
ETFs: $4.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72B
$126 Million 26.38% of portfolio
11,982,873
Q1 2025 Added 3.09%
$8.93B
$123 Million 25.83% of portfolio
8,941,951
Q1 2025 Added 20.25%
$121B
$87.7 Million 18.43% of portfolio
44,963
Q1 2025 Reduced 7.42%
$1.5T
$43.9 Million 9.22% of portfolio
76,112
Q1 2025 Reduced 9.03%
$993B
$40.7 Million 8.56% of portfolio
263,446
Q1 2025 Reduced 1.62%
$42.6B
$33.8 Million 7.11% of portfolio
3,304,622
Q1 2025 Reduced 28.26%
$2.22T
$15.9 Million 3.35% of portfolio
83,811
Q1 2025 Reduced 59.05%
$0
$1.47 Million 0.31% of portfolio
3,127
Q4 2024 Reduced 46.95%
$0
$1.41 Million 0.3% of portfolio
40,500
Q3 2021 Added 102.5%
$548M
$1.23 Million 0.26% of portfolio
243,315
Q1 2025 Reduced 6.55%
$0
$1.22 Million 0.26% of portfolio
35,930
Q3 2021 Added 56.22%
Waldencast PLC
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $476 Million
  • Prior Value $461 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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