Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings

Atmos Capital Gestao De Recursos Ltda.

  • $645 Million
  • Q2 2025

Atmos Capital Gestao De Recursos Ltda. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $645 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $171M, Xp Inc. with a value of $164M, Stone Co Ltd. with a value of $146M, Mercadolibre Inc with a value of $128M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $30.5M.

Examining the 13F form we can see an increase of $169M in the current position value, from $476M to 645M.

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 $645 Million
Financial Services: $335 Million
Technology: $178 Million
Consumer Cyclical: $128 Million
ETFs: $4.35 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.6B
$171 Million 26.51% of portfolio
12,469,985
Q2 2025 Added 277.35%
$118B
$128 Million 19.88% of portfolio
49,076
Q2 2025 Added 9.15%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $645 Million
  • Prior Value $476 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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