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ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
特别关注No.3114 数据截至 2026Q2环比变动 Q1 2026
+$1.18亿+16.6%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 NubankNU |
| 37.95% | 36.28% | $3.16亿 | 2,363.7万股 | $2.59亿 | 1,802.0万股 | +561.7万股+31.17% | 加仓 |
 MERCADOLIBRE COMMELI |
| 15.09% | 7.55% | $1.26亿 | 7.4万股 | $5,389.9万 | 3.1万股 | +4.3万股+137.29% | 加仓 |
 XPXP |
| 8.35% | 25.15% | $6,949.5万 | 427.4万股 | $1.80亿 | 942.9万股 | -515.5万股-54.67% | 减仓 |
 DLOCALDLO |
| 6.23% | 3.76% | $5,185.6万 | 399.0万股 | $2,687.0万 | 207.2万股 | +191.9万股+92.62% | 加仓 |
 INTER &INTR |
| 4.9% | — | $4,074.9万 | 750.4万股 | $0 | 0股 | +750.4万股 | 新买入 |
 Meta平台META |
| 3.86% | 1.32% | $3,211.6万 | 5.7万股 | $940.4万 | 1.6万股 | +4.1万股+246.89% | 加仓 |
 谷歌AGOOGL |
| 3.82% | 2.04% | $3,180.3万 | 8.9万股 | $1,458.4万 | 5.1万股 | +3.8万股+75.47% | 加仓 |
 微软MSFT |
| 3.75% | 6.25% | $3,124.0万 | 8.4万股 | $4,462.6万 | 12.1万股 | -3.7万股-30.53% | 减仓 |
 亚马逊AMZN |
| 3.47% | 6.66% | $2,885.6万 | 12.1万股 | $4,751.7万 | 22.8万股 | -10.7万股-46.93% | 减仓 |
 台积电TSM |
| 3.4% | 2% | $2,828.4万 | 5.9万股 | $1,428.2万 | 4.2万股 | +1.7万股+40.14% | 加仓 |
 英伟达NVDA |
| 2.87% | 2.08% | $2,387.1万 | 11.9万股 | $1,487.2万 | 8.5万股 | +3.4万股+39.90% | 加仓 |
 苹果AAPL |
| 1.84% | 1.9% | $1,531.4万 | 5.3万股 | $1,356.3万 | 5.3万股 | -520股-0.97% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.71% | 1.78% | $1,423.2万 | 9.9万股 | $1,269.8万 | 10.1万股 | -1,106股-1.10% | 减仓 |
 BOOKING COMBKNG |
| 1.57% | 1.38% | $1,303.0万 | 7.3万股 | $984.0万 | 5.8万股 | +1.5万股+25.12% | 加仓 |
 NETFLIXNFLX |
| 1.09% | 1.73% | $908.4万 | 12.7万股 | $1,233.9万 | 12.8万股 | -1,101股-0.86% | 减仓 |
 VTEX SHS CL AVTEX |
| 0.09% | 0.11% | $76.5万 | 19.1万股 | $77.3万 | 19.3万股 | -1,918股-0.99% | 减仓 |
