ATMOS CAPITAL GESTAO DE RECURSOS LTDA. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 20, 2026, for the 2025 Q4 period, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. held in its portfolio 15 assets valued at $760,495,522 (i.e. $760.50M).

The most valuable assets in the portfolio included: NU HLDGS LTD ($264.76M), XP INC ($192.47M), and MERCADOLIBRE INC ($152.15M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Portfolio

NU HLDGS LTD

XP INC

MERCADOLIBRE INC

DLOCAL LTD

ALPHABET INC

TAIWAN SEMICONDUCTOR MFG LTD

APPLE INC

AIRBNB INC

NVIDIA CORPORATION

AMAZON COM INC

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NU HLDGS LTD	15815788	264756291	ORD SHS CL A
XP INC	11757659	192472858	CL A
MERCADOLIBRE INC	75535	152147129	COM
DLOCAL LTD	1913998	27063932	CLASS A COM
ALPHABET INC	47401	14836513	CAP STK CL A
TAIWAN SEMICONDUCTOR MFG LTD	46110	14012368	SPONSORED ADS
APPLE INC	49735	13520957	COM
AIRBNB INC	93701	12717100	COM CL A
NVIDIA CORPORATION	66213	12348725	COM
AMAZON COM INC	50964	11763510	COM
BOOKING HOLDINGS INC	2176	11653198	COM
NETFLIX INC	119889	11240793	COM
MICROSOFT CORP	22750	11002355	COM
META PLATFORMS INC	15336	10123140	CL A
VTEX	222514	836653	SHS CL A