Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings by Sector
Atmos Capital Gestao De Recursos Ltda.
- $645 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options | 
|---|---|---|---|---|---|---|
| 
                      Banks—Diversified | Financial Services
                         NU 1 stocks | 
                  $171,088
                  26.51% of portfolio              
                 |   1   | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Capital Markets | Financial Services
                         XP 1 stocks | 
                  $163,685
                  25.37% of portfolio              
                 | - |   1   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Software—Infrastructure | Technology
                         STNE 1 stocks | 
                  $145,900
                  22.61% of portfolio              
                 | - |   1   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Internet Retail | Consumer Cyclical
                         MELI 1 stocks | 
                  $128,266
                  19.88% of portfolio              
                 |   1   | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Semiconductors | Technology
                         TSM 1 stocks | 
                  $30,520
                  4.73% of portfolio              
                 |   1   | - |   1   | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      ETFs | ETFs
                         QQQ KWEB CXSE 3 stocks | 
                  $4,350
                  0.67% of portfolio              
                 | - | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Software—Application | Technology
                         VTEX 1 stocks | 
                  $1,491
                  0.23% of portfolio              
                 | - |   1   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 |