account_balance
Investment manager · 13F filer · SEC CIK 1832439
Atmos Capital Gestao de Recursos Ltda.
Reported value$796Mas of Jun 30, 2026
Positions16 1 new, 0 sold out
Top 10 weight90.4%NU alone is 40%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NUNu Hldgs Ltd
39.7%Added +31%
MELIMercadolibre Inc
15.8%Added +137%
DLODlocal Ltd
6.5%Added +93%
INTRInter & Co Inc
5.1%New
XPXp Inc
4.3%Trimmed −13%
METAMeta Platforms Inc
4.0%Added +247%
GOOGLAlphabet Inc
4.0%Added +75%
MSFTMicrosoft Corp
3.9%Trimmed −31%
AMZNAmazon Com Inc
3.6%Trimmed −47%
TSMTaiwan Semiconductor MFG Ltd
3.6%Added +40%
NVDANvidia Corporation
3.0%Added +40%
AAPL1.9%NUNu Hldgs Ltd
39.7%Added +31%
MELIMercadolibre Inc
15.8%Added +137%
DLO6.5%INTR5.1%XP4.3%META4.0%GOOGL4.0%MSFT3.9%AMZN3.6%TSM3.6%NVDA3.0%AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NU Nu Hldgs Ltd 39.7% Added +31%MELI Mercadolibre Inc 15.8% Added +137%DLO Dlocal Ltd 6.5% Added +93%INTR Inter & Co Inc 5.1% NewXP Xp Inc 4.3% Trimmed −13%META Meta Platforms Inc 4.0% Added +247%GOOGL Alphabet Inc 4.0% Added +75%MSFT Microsoft Corp 3.9% Trimmed −31%AMZN Amazon Com Inc 3.6% Trimmed −47%TSM Taiwan Semiconductor MFG Ltd 3.6% Added +40%NVDA Nvidia Corporation 3.0% Added +40%AAPL Apple Inc 1.9% Held
What changed