The Analysis of ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Holdings


Currently, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. holds 16 types of securities in its portfolio with a total value $707.5M. In the most recent quarter, they have increased their positions in NU (+1.8M shares, valued at $28.7M), AAPL (+63.3K shares, valued at $16.1M), NVDA (+84.6K shares, valued at $15.8M); decreased their positions in MELI (-34.4K shares, valued at $80.4M), TSM (-75.9K shares, valued at $21.2M), STNE (-158.0K shares, valued at $3.0M); initiated new positions in AAPL (+63.3K shares, valued at $16.1M), NVDA (+84.6K shares, valued at $15.8M), MSFT (+29.2K shares, valued at $15.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NU NU HLDGS LTD14.3M shares14.36%2025-09-302025-11-14history
STNE STONECO LTD8.9M shares-1.74%2025-09-302025-11-14history
XP XP INC8.3M shares3.03%2025-09-302025-11-14history
MELI MERCADOLIBRE INC14.7K shares-70.12%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD58.8K shares-56.34%2025-09-302025-11-14history
AAPL APPLE INC63.3K sharesnew addition2025-09-302025-11-14history
NVDA NVIDIA CORPORATION84.6K sharesnew addition2025-09-302025-11-14history
MSFT MICROSOFT CORP29.2K sharesnew addition2025-09-302025-11-14history
Sponsored
GOOGL ALPHABET INC59.9K sharesnew addition2025-09-302025-11-14history
META META PLATFORMS INC19.7K sharesnew addition2025-09-302025-11-14history
AMZN AMAZON COM INC65.3K sharesnew addition2025-09-302025-11-14history
NFLX NETFLIX INC5.8K sharesnew addition2025-09-302025-11-14history
QQQ INVESCO QQQ TR2.6K shares-17.11%2025-09-302025-11-14history
KWEB KRANESHARES TR33.6K shares-17.12%2025-09-302025-11-14history
CXSE WISDOMTREE TR29.8K shares-17.12%2025-09-302025-11-14history
VTEX VTEX223.0K shares-1.34%2025-09-302025-11-14history
Sponsored

Call Option Holdings
XP Call CallXP INC2.0M sharesnew addition2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available