Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings by Sector
Atmos Capital Gestao De Recursos Ltda.
- $820 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Banks—Diversified | Financial Services
NU 1 stocks |
$327,297
39.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
MELI AMZN 2 stocks |
$268,366
32.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
STNE DLO 2 stocks |
$89,468
10.91% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$86,984
10.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$22,459
2.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
INTR 1 stocks |
$18,041
2.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IYW QQQ KWEB CXSE 4 stocks |
$4,959
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
VTEX 1 stocks |
$2,224
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|