Funds › Atmos Capital Gestao de Recursos Ltda.
Atmos Capital Gestao de Recursos Ltda.
13F for Q3 2026, filed Nov 13, 2026. 16 positions worth $801.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. | 22.91M | $290.0M | 36.2% | -3.1% | 13F ↗ |
| 2 | MELI MercadoLibre, Inc. | 60,850 | $105.2M | 13.1% | -17.7% | 13F ↗ |
| 3 | DLO DLocal Limited | 3.79M | $52.1M | 6.5% | -5.1% | 13F ↗ |
| 4 | XP XP Inc. | 2.36M | $49.6M | 6.2% | +13.5% | 13F ↗ |
| 5 | INTR Inter & Co. Inc. | 9.25M | $49.4M | 6.2% | +23.3% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 80,685 | $41.4M | 5.2% | -3.7% | 13F ↗ |
| 7 | META Meta Platforms, Inc. | 54,822 | $39.8M | 5.0% | -3.8% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 159,312 | $39.7M | 5.0% | +31.6% | 13F ↗ |
| 9 | GOOGL Alphabet Inc. Class A | 85,625 | $29.5M | 3.7% | -3.8% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 114,857 | $26.2M | 3.3% | -3.7% | 13F ↗ |
| 11 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 57,042 | $26.0M | 3.2% | -3.7% | 13F ↗ |
| 12 | AAPL Apple Inc. | 50,959 | $17.0M | 2.1% | -3.7% | 13F ↗ |
| 13 | ABNB Airbnb, Inc. | 95,672 | $15.4M | 1.9% | -3.8% | 13F ↗ |
| 14 | BKNG Booking Holdings Inc. | 70,376 | $11.5M | 1.4% | -3.7% | 13F ↗ |
| 15 | NFLX Netflix, Inc. | 122,311 | $8.5M | 1.1% | -3.9% | 13F ↗ |
| 16 | VTEX Vtex | 181,594 | $662.8K | 0.1% | -5.1% | 13F ↗ |
Changes since Q2 2026
0 new, 3 added to, 13 trimmed, 0 exited, 0 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (3)
Trimmed (13)
| MELI MercadoLibre, Inc. | 60,850 | -17.7% | -$22.7M |
| NU Nu Holdings Ltd. | 22.91M | -3.1% | -$9.3M |
| DLO DLocal Limited | 3.79M | -5.1% | -$2.8M |
| META Meta Platforms, Inc. | 54,822 | -3.8% | -$1.6M |
| MSFT Microsoft Corporation | 80,685 | -3.7% | -$1.6M |
| GOOGL Alphabet Inc. Class A | 85,625 | -3.8% | -$1.2M |
| NVDA NVIDIA Corporation | 114,857 | -3.7% | -$1.0M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 57,042 | -3.7% | -$995.9K |
| AAPL Apple Inc. | 50,959 | -3.7% | -$653.7K |
| ABNB Airbnb, Inc. | 95,672 | -3.8% | -$607.3K |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 16 | $801.8M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 17 | $832.0M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 16 | $713.7M | Current | SEC ↗ |
| Q4 2025 | Feb 20, 2026 | 13F-HR/A (restatement) | 16 | $760.5M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 16 | $1.4B | Replaced | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 17 | $745.3M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 10 | $645.3M | Current | SEC ↗ |
| Q1 2025 | May 16, 2025 | 13F-HR | 12 | $476.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer