Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings

Atmos Capital Gestao De Recursos Ltda.

  • $701 Million
  • Q3 2024

Atmos Capital Gestao De Recursos Ltda. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $701 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $162M, Xp Inc. with a value of $127M, Stone Co Ltd. with a value of $106M, Mercadolibre Inc with a value of $102M, and Amazon Com Inc with a value of $93M.

Examining the 13F form we can see an decrease of $12.8M in the current position value, from $713M to 701M.

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 $701 Million
Financial Services: $290 Million
Consumer Cyclical: $195 Million
Technology: $120 Million
Communication Services: $89.8 Million
ETFs: $5.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37B
$162 Million 23.12% of portfolio
11,866,736
Q3 2024 Reduced 40.51%
$5.45B
$127 Million 18.18% of portfolio
7,101,111
Q3 2024 Added 62.5%
$2.3B
$106 Million 15.19% of portfolio
9,450,447
Q3 2024 Added 105.68%
$86.6B
$102 Million 14.6% of portfolio
49,900
Q3 2024 Reduced 43.37%
$2.29T
$93 Million 13.27% of portfolio
499,220
Q3 2024 Added 26.05%
$1.32T
$89.8 Million 12.81% of portfolio
156,807
Q3 2024 Added 22.16%
$1.86B
$12 Million 1.71% of portfolio
1,493,806
Q3 2024 Reduced 16.15%
$0
$2.88 Million 0.41% of portfolio
5,894
Q3 2024 Added 88.49%
$472M
$1.95 Million 0.28% of portfolio
261,572
Q3 2024 Added 0.03%
$0
$1.38 Million 0.2% of portfolio
40,500
Q3 2021 Added 102.5%
$0
$1.19 Million 0.17% of portfolio
35,930
Q3 2021 Added 56.22%
Waldencast PLC
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $701 Million
  • Prior Value $713 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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