ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13F Portfolio
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 231 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 #685 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%.
Portfolio Value
$832.04M
Alpha Score
42.5
#685 of 1000
Holdings
17
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Current 13F Holdings
Reported holdings from ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s latest SEC 13F filing, ranked by portfolio weight.
17 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NU NU HLDGS LTD | 37.95% | $12.96 | $16.12 | +24.34% | Added +31.17% |
 MELI MERCADOLIBRE INC | 15.09% | $1,775.03 | $1,889.85 | +6.47% | Added +137.29% |
 DLO DLOCAL LTD | 6.23% | $13.55 | $15.23 | +12.40% | Added +92.62% |
 XP XP INC | 4.07% | $16.53 | $32.22 | +94.92% | Trimmed -12.58% |
 META META PLATFORMS INC | 3.86% | $609.48 | $718.67 | +17.92% | Added +246.89% |
 GOOGL ALPHABET INC | 3.82% | $293.91 | $351.66 | +19.65% | Added +75.47% |
 MSFT MICROSOFT CORP | 3.75% | $398.06 | $535.07 | +34.42% | Trimmed -30.53% |
 AMZN AMAZON COM INC | 3.47% | $210.79 | $262.43 | +24.50% | Trimmed -46.93% |
 TSM TAIWAN SEMICONDUCTOR MFG LTD | 3.40% | $298.41 | $453.28 | +51.90% | Added +40.14% |
 NVDA NVIDIA CORPORATION | 2.87% | $188.49 | $229.28 | +21.64% | Added +39.90% |
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