
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NU | 29.81M | $499.08M |
![]() | XP | 10.25M | $167.75M |
![]() | DLO | 3.83M | $54.13M |
![]() | VTEX | 399K | $1.50M |
![]() | NFLX | 240K | $22.48M |
![]() | ABNB | 187K | $25.43M |
![]() | MELI | 134K | $269.82M |
![]() | NVDA | 132K | $24.70M |
![]() | AMZN | 102K | $23.53M |
![]() | AAPL | 99K | $27.04M |
![]() | GOOGL | 95K | $29.67M |
![]() | TSM | 92K | $28.02M |
![]() | MSFT | 46K | $22.00M |
![]() | META | 31K | $20.25M |
![]() | BKNG | 4K | $23.31M |

Nu Holdings Ltd.
NU
Shares Held
29.81M
Value
$499.08M

XP Inc.
XP
Shares Held
10.25M
Value
$167.75M

DLocal Limited
DLO
Shares Held
3.83M
Value
$54.13M

Vtex
VTEX
Shares Held
399K
Value
$1.50M

Netflix, Inc.
NFLX
Shares Held
240K
Value
$22.48M

Airbnb, Inc.
ABNB
Shares Held
187K
Value
$25.43M

MercadoLibre, Inc.
MELI
Shares Held
134K
Value
$269.82M

NVIDIA Corporation
NVDA
Shares Held
132K
Value
$24.70M

Amazon.com, Inc.
AMZN
Shares Held
102K
Value
$23.53M

Apple Inc.
AAPL
Shares Held
99K
Value
$27.04M

Alphabet Inc.
GOOGL
Shares Held
95K
Value
$29.67M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
92K
Value
$28.02M

Microsoft Corporation
MSFT
Shares Held
46K
Value
$22.00M

Meta Platforms, Inc.
META
Shares Held
31K
Value
$20.25M

Booking Holdings Inc.
BKNG
Shares Held
4K
Value
$23.31M
