13FBOX
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. · 13F Holdings
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ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

No.3114
Latest AUM (Q2 2026)
$832.0M
QoQ Change Q1 2026
+$118.3M+16.6%
Holdings
16
New Buys
1
Adds
8
Reduces
7
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NU HLDGS LTDNU
37.95%36.28%$315.8M23.6M$258.9M18.0M+5.6M+31.17%Add
MERCADOLIBRE INC COMMELI
15.09%7.55%$125.6M73,971$53.9M31,173+42,798+137.29%Add
XP INCXP
8.35%25.15%$69.5M4.3M$179.5M9.4M-5.2M-54.67%Reduce
DLOCAL LTDDLO
6.23%3.76%$51.9M4.0M$26.9M2.1M+1.9M+92.62%Add
INTER & CO INCINTR
4.9%$40.7M7.5M$00+7.5MNew Buy
META PLATFORMS INCMETA
3.86%1.32%$32.1M57,015$9.4M16,436+40,579+246.89%Add
ALPHABET INCGOOGL
3.82%2.04%$31.8M88,993$14.6M50,716+38,277+75.47%Add
MICROSOFT CORPMSFT
3.75%6.25%$31.2M83,749$44.6M120,556-36,807-30.53%Reduce
AMAZON COM INCAMZN
3.47%6.66%$28.9M121,071$47.5M228,151-107,080-46.93%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
3.4%2%$28.3M59,225$14.3M42,261+16,964+40.14%Add
NVIDIA CORPORATIONNVDA
2.87%2.08%$23.9M119,301$14.9M85,277+34,024+39.90%Add
APPLE INCAAPL
1.84%1.9%$15.3M52,922$13.6M53,442-520-0.97%Reduce
AIRBNB INC COM CL AABNB
1.71%1.78%$14.2M99,452$12.7M100,558-1,106-1.10%Reduce
BOOKING HOLDINGS INC COMBKNG
1.57%1.38%$13.0M73,101$9.8M58,425+14,676+25.12%Add
NETFLIX INCNFLX
1.09%1.73%$9.1M127,225$12.3M128,326-1,101-0.86%Reduce
VTEX SHS CL AVTEX
0.09%0.11%$765,020191,255$772,692193,173-1,918-0.99%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow