Atmos Capital Gestao De Recursos Ltda.
Atmos Capital Gestao De Recursos Ltda. reported 16 US-listed holdings worth $796.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Nu Holdings Ltd. (39.7%), MercadoLibre, Inc. (15.8%) and Dlocal Ltd (6.5%). Against the quarter before, it opened 1 position, added to 7, trimmed 8 and sold out of 0.
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +15.2% over the 6 quarters to 31 March 2026, against +13.3% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Inter & Co Inc - Cl A INTR$40.7 million
Added to 7
- Nu Holdings Ltd. NU+5.6 million shares · +31%
- MercadoLibre, Inc. MELI+42,798 shares · +137%
- Dlocal Ltd DLO+1.9 million shares · +93%
- Meta Platforms, Inc. META+40,579 shares · +247%
- Alphabet Inc. GOOGL+38,277 shares · +75%
- Taiwan Semiconductor Manufacturing Company Limited TSM+16,964 shares · +40%
- NVIDIA Corp. NVDA+34,024 shares · +40%
Trimmed 8
- Booking Holdings Inc. BKNG-1.4 million shares · -95%
- Amazon.com Inc. AMZN-107,080 shares · -47%
- Microsoft Corp. MSFT-36,807 shares · -31%
- XP Inc. XP-299,736 shares · -13%
- Airbnb, Inc. ABNB-1,106 shares · -1%
- Apple Inc. AAPL-520 shares · -1%
- Netflix Inc. NFLX-1,101 shares · -1%
- Vtex VTEX-1,918 shares · -1%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nu Holdings Ltd. NU | 23.6M | $315.8 million | 39.65% | +5.6M |
| MercadoLibre, Inc. MELI | 74.0K | $125.6 million | 15.77% | +42.8K |
| Dlocal Ltd DLO | 4.0M | $51.9 million | 6.51% | +1.9M |
| Inter & Co Inc - Cl A INTR | 7.5M | $40.7 million | 5.12% | new |
| XP Inc. XP | 2.1M | $33.9 million | 4.25% | -299.7K |
| Meta Platforms, Inc. META | 57.0K | $32.1 million | 4.03% | +40.6K |
| Alphabet Inc. GOOGL | 89.0K | $31.8 million | 3.99% | +38.3K |
| Microsoft Corp. MSFT | 83.7K | $31.2 million | 3.92% | -36.8K |
| Amazon.com Inc. AMZN | 121.1K | $28.9 million | 3.62% | -107.1K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 59.2K | $28.3 million | 3.55% | +17.0K |
| NVIDIA Corp. NVDA | 119.3K | $23.9 million | 3.00% | +34.0K |
| Apple Inc. AAPL | 52.9K | $15.3 million | 1.92% | -520 |
| Airbnb, Inc. ABNB | 99.5K | $14.2 million | 1.79% | -1.1K |
| Booking Holdings Inc. BKNG | 73.1K | $13.0 million | 1.64% | -1.4M |
| Netflix Inc. NFLX | 127.2K | $9.1 million | 1.14% | -1.1K |
| Vtex VTEX | 191.3K | $765,020 | 0.10% | -1.9K |
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Change is shares against its 13F for the quarter before.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| XP Inc. XP | Calls | 2.2M | $35.6 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.