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

Currently, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. holds 15 types of securities in its portfolio with a total value $579.6M. In the most recent quarter, they have increased their positions in MSFT (+75.1K shares, valued at $27.8M), AMZN (+126.2K shares, valued at $26.3M), BKNG (+54.1K shares, valued at $9.1M); decreased their positions in MELI (-102.8K shares, valued at $177.7M), NU (-11.8M shares, valued at $169.5M), XP (-7.9M shares, valued at $149.8M).

1M P&L

-101.8M-8.86%

3M P&L

-236.1M-18.40%

HY P&L

-138.8M-11.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional499.1M

41.3%

2Internet Retail293.3M

24.3%

3Capital Markets167.8M

13.9%

Top Industries by Stock Count

1Travel Services2 stocks

14.3%

2Internet Retail2 stocks

14.3%

3Software - Infrastructure2 stocks

14.3%

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD42.3K shares-54.17%2026-03-312026-05-15

AAPL APPLE INC53.4K shares-46.27%2026-03-312026-05-15

ABNB AIRBNB INC100.6K shares-46.34%2026-03-312026-05-15

NFLX NETFLIX INC.128.3K shares-46.48%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC58.4K shares1242.49%2026-03-312026-05-15

META META PLATFORMS INC16.4K shares-46.41%2026-03-312026-05-15

VTEX VTEX193.2K shares-51.53%2026-03-312026-05-15

NU HLDGS LTD

-39.56%

Shares18.0M

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

-76.73%

Shares31.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

123.84%

Shares228.2K

Event2026-03-31

Filed2026-05-15

XP INC

-76.75%

Shares2.4M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

164.96%

Shares120.6K

Event2026-03-31

Filed2026-05-15

DLO

DLOCAL LTD

-45.88%

Shares2.1M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-35.60%

Shares85.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-46.50%

Shares50.7K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-54.17%

Shares42.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-46.27%

Shares53.4K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

-46.34%

Shares100.6K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-46.48%

Shares128.3K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

1242.49%

Shares58.4K

Event2026-03-31

Filed2026-05-15