Atmos Capital Gestao DE Recursos Ltda. reported 16 positions worth $796.41M for the quarter ended Jun 30, 2026, up 37.4% on the prior quarter. It opened 1 new position, added to 7, trimmed 8 and exited 0. Its largest holding is Nu Holdings Ltd. at 39.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NU Nu Holdings Ltd. | +5.62M | +31.2% | $75.05M | 39.65% |
| MELI Mercadolibre Inc | +42.8K | +137.3% | $72.64M | 15.77% |
| INTR Inter & Co, Inc. | +7.50M | – | $40.75M | 5.12% |
| DLO dLocal Ltd | +1.92M | +92.6% | $24.93M | 6.51% |
| META Meta Platforms, Inc. | +40.6K | +246.9% | $22.86M | 4.03% |
| GOOGL Alphabet Inc. | +38.3K | +75.5% | $13.68M | 3.99% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +17.0K | +40.1% | $8.10M | 3.55% |
| NVDA Nvidia Corp | +34.0K | +39.9% | $6.81M | 3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BKNG Booking Holdings Inc. | -1.39M | -95.0% | $247.31M | 1.64% |
| AMZN Amazon Com Inc | -107.1K | -46.9% | $25.52M | 3.62% |
| MSFT Microsoft Corp | -36.8K | -30.5% | $13.73M | 3.92% |
| XP XP Inc. | -299.7K | -12.6% | $4.87M | 4.25% |
| ABNB Airbnb, Inc. | -1,106 | -1.1% | $158.27K | 1.79% |
| AAPL Apple Inc. | -520 | -1.0% | $150.47K | 1.92% |
| NFLX Netflix Inc | -1,101 | -0.9% | $78.61K | 1.14% |
| VTEX Vtex | -1,918 | -1.0% | $7.67K | 0.096% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTR Inter & Co, Inc. | +7.50M | $40.75M | 5.12% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. | Financial Services | 23.64M | $315.79M | 39.65% | +5.62M | +31.2% | Added | 0.49% |
| 2 | MELI Mercadolibre Inc | Technology | 74.0K | $125.56M | 15.77% | +42.8K | +137.3% | Added | 0.15% |
| 3 | DLO dLocal Ltd | Technology | 3.99M | $51.86M | 6.51% | +1.92M | +92.6% | Added | 1.37% |
| 4 | INTR Inter & Co, Inc. | Financial Services | 7.50M | $40.75M | 5.12% | +7.50M | – | New | 1.7% |
| 5 | XP XP Inc. | Financial Services | 2.08M | $33.87M | 4.25% | -299.7K | -12.6% | Reduced | 0.39% |
| 6 | META Meta Platforms, Inc. | Technology | 57.0K | $32.12M | 4.03% | +40.6K | +246.9% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 89.0K | $31.80M | 3.99% | +38.3K | +75.5% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 83.7K | $31.24M | 3.92% | -36.8K | -30.5% | Reduced | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 121.1K | $28.86M | 3.62% | -107.1K | -46.9% | Reduced | 0% |
| 10 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 59.2K | $28.28M | 3.55% | +17.0K | +40.1% | Added | 0% |
| 11 | NVDA Nvidia Corp | Technology | 119.3K | $23.87M | 3% | +34.0K | +39.9% | Added | 0% |
| 12 | AAPL Apple Inc. | Technology | 52.9K | $15.31M | 1.92% | -520 | -1.0% | Reduced | 0% |
| 13 | ABNB Airbnb, Inc. | Technology | 99.5K | $14.23M | 1.79% | -1,106 | -1.1% | Reduced | 0.02% |
| 14 | BKNG Booking Holdings Inc. | Technology | 73.1K | $13.03M | 1.64% | -1.39M | -95.0% | Reduced | 0.01% |
| 15 | NFLX Netflix Inc | Technology | 127.2K | $9.08M | 1.14% | -1,101 | -0.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Atmos Capital Gestao De Recursos Ltda.
As of its Q2 2026 13F filing, Atmos Capital Gestao DE Recursos Ltda.’s five largest positions were Nu Holdings Ltd. (NU) at 39.7%, Mercadolibre Inc (MELI) at 15.8%, dLocal Ltd (DLO) at 6.5%, Inter & Co, Inc. (INTR) at 5.1%, XP Inc. (XP) at 4.3% of the reported portfolio.
Atmos Capital Gestao DE Recursos Ltda. reported a 13F portfolio worth $796.41M across 16 positions for Q2 2026. That is up 37.4% from the previous quarter.
Its largest purchases by value were Nu Holdings Ltd. ($75.05M), Mercadolibre Inc ($72.64M), Inter & Co, Inc. ($40.75M). It opened 1 new positions.
Its largest sales by value were Booking Holdings Inc. ($247.31M), Amazon Com Inc ($25.52M), Microsoft Corp ($13.73M). It exited 0 positions entirely.
From the Form 13F-HR reports Atmos Capital Gestao DE Recursos Ltda. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.