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ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Latest filing: 2026-06-30
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. runs ATMOS CAPITAL GESTAO DE RECURSOS LTDA. and currently holds 17 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $832.04M. Their top holdings are NU, MELI, DLO, XP, META. The top five represent 67.2% of reported portfolio weight. ATMOS CAPITAL GESTAO DE RECURSOS LTDA. ranks #686 out of 1000 investors tracked by Alpha Score. They added to 8 existing positions. They trimmed 6 positions. Their current best-performing preview position is BKNG with returns of +145.92%.
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17 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NU NU HLDGS LTD | 37.95% | $12.96 | $14.58 | +12.46% | Added +31.17% |
 MELI MERCADOLIBRE INC | 15.09% | $1,775.03 | $1,922.73 | +8.32% | Added +137.29% |
 DLO DLOCAL LTD | 6.23% | $13.55 | $15.17 | +11.96% | Added +92.62% |
 XP XP INC | 4.07% | $16.53 | $16.80 | +1.63% | Trimmed -12.58% |
 META META PLATFORMS INC | 3.86% | $609.48 | $549.90 | -9.78% | Added +246.89% |
 GOOGL ALPHABET INC | 3.82% | $293.91 | $344.82 | +17.32% | Added +75.47% |
 MSFT MICROSOFT CORP | 3.75% | $398.06 | $483.24 | +21.40% | Trimmed -30.53% |
 AMZN AMAZON COM INC | 3.47% | $210.79 | $258.63 | +22.70% | Trimmed -46.93% |
 TSM TAIWAN SEMICONDUCTOR MFG LTD | 3.40% | $298.41 | $418.87 | +40.37% | Added +40.14% |
 NVDA NVIDIA CORPORATION | 2.87% | $188.49 | $214.76 | +13.94% | Added +39.90% |
Showing 1-10 of 17