ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: 13F holdings
CIK 18324392026Q2
| Positions | 16 |
|---|---|
| Reported value | $832.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NU HLDGS LTD | 23,637,075 | $315.8m | 38.0% |
| MELI MERCADOLIBRE INC | 73,971 | $125.6m | 15.1% |
| DLOCAL LTD | 3,990,466 | $51.9m | 6.2% |
| INTER & CO INC | 7,504,483 | $40.7m | 4.9% |
| XP INC | 2,082,802 | $33.9m | 4.1% |
| META META PLATFORMS INC | 57,015 | $32.1m | 3.9% |
| GOOGL ALPHABET INC | 88,993 | $31.8m | 3.8% |
| MSFT MICROSOFT CORP | 83,749 | $31.2m | 3.8% |
| AMZN AMAZON COM INC | 121,071 | $28.9m | 3.5% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 59,225 | $28.3m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1832439")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.