Atmos-Capital-Gestao-De-Recursos-Ltda

AI_NATIVE detailed information: This accession holds the following tickers:[
  "XP",
  "GOOGL",
  "STNE",
  "META",
  "WALDW",
  "NU",
  null,
  "AMZN",
  null,
  null,
  "MELI",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 12
Total Value: 475989301
Accession Number: 0001213900-25-044633
Form Type: 13F-HR
CIK: atmos-capital-gestao-de-recursos-ltda
Manager Name: Atmos-Capital-Gestao-De-Recursos-Ltda

Data Enrichment

75% identified

9 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $476.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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StoneCo Ltd.

STNE|G85158106

Shares:12.0M

Value:$125.6M

% of Portfolio:26.4% ($125.6M/$476.0M)

XP Inc.

XP|G98239109

Shares:8.9M

Value:$123.0M

% of Portfolio:25.8% ($123.0M/$476.0M)

MERCADOLIBRE INC

MELI|58733R102

Shares:45.0K

Value:$87.7M

% of Portfolio:18.4% ($87.7M/$476.0M)

Meta Platforms, Inc.

META|30303M102

Shares:76.1K

Value:$43.9M

% of Portfolio:9.2% ($43.9M/$476.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:263.4K

Value:$40.7M

% of Portfolio:8.6% ($40.7M/$476.0M)

Nu Holdings Ltd.

NU|G6683N103

Shares:3.3M

Value:$33.8M

% of Portfolio:7.1% ($33.8M/$476.0M)

AMAZON COM INC

AMZN|023135106

Shares:83.8K

Value:$15.9M

% of Portfolio:3.4% ($15.9M/$476.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.1K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$476.0M)

500767306

Shares:40.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$476.0M)

G9470A102

Shares:243.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$476.0M)

97717X719

Shares:35.9K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$476.0M)

Waldencast plc

WALDW|G9503X111

Shares:82.1K

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$476.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
StoneCo Ltd.(STNEcusipG85158106)	12.0M	QoQ +3.08% (+359.0K) YoY +313.75% (+9.1M)	All Managers (Combined)	$125.6M	26.4% ($125.6M/$476.0M)	QoQ +35.55% (+$32.9M) YoY +161.05% (+$77.5M)
XP Inc.(XPcusipG98239109)	8.9M	QoQ +20.25% (+1.5M) YoY NEW(+8.9M)	All Managers (Combined)	$123.0M	25.8% ($123.0M/$476.0M)	QoQ +39.53% (+$34.8M) YoY NEW(+$123.0M)
MERCADOLIBRE INC(MELIcusip58733R102)	45.0K	QoQ -7.42% (-3.6K) YoY -61.86% (-72.9K)	All Managers (Combined)	$87.7M	18.4% ($87.7M/$476.0M)	QoQ +6.21% (-$5.1M) YoY -50.78% (-$90.5M)
Meta Platforms, Inc.(METAcusip30303M102)	76.1K	QoQ -9.03% (-7.6K) YoY -57.51% (-103.0K)	All Managers (Combined)	$43.9M	9.2% ($43.9M/$476.0M)	QoQ -10.45% (-$5.1M) YoY -49.56% (-$43.1M)
Alphabet Inc.(GOOGLcusip02079K305)	263.4K	QoQ -1.62% (-4.3K) YoY NEW(+263.4K)	All Managers (Combined)	$40.7M	8.6% ($40.7M/$476.0M)	QoQ -19.63% (-$10.0M) YoY NEW(+$40.7M)
Nu Holdings Ltd.(NUcusipG6683N103)	3.3M	QoQ -28.25% (-1.3M) YoY -87.95% (-24.1M)	All Managers (Combined)	$33.8M	7.1% ($33.8M/$476.0M)	QoQ -29.08% (-$13.9M) YoY -89.66% (-$293.5M)
AMAZON COM INC(AMZNcusip023135106)	83.8K	QoQ -59.05% (-120.9K) YoY -83.22% (-415.8K)	All Managers (Combined)	$15.9M	3.4% ($15.9M/$476.0M)	QoQ -64.48% (-$29.0M) YoY -82.30% (-$74.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$476.0M)	QoQ -9.01% (-$145.3K) YoY +5.61% (+$77.9K)
(cusip500767306)✕	40.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$476.0M)	QoQ +18.82% (+$224.0K) YoY +32.99% (+$350.7K)
(cusipG9470A102)✕	243.3K	QoQ -6.54% (-17.0K) YoY -10.63% (-29.0K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$476.0M)	QoQ -19.55% (-$299.9K) YoY -44.54% (-$991.0K)
(cusip97717X719)✕	35.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$476.0M)	QoQ +13.63% (+$146.8K) YoY +29.03% (+$275.2K)
Waldencast plc(WALDWcusipG9503X111)	82.1K	QoQ 0.00% (-0) YoY NEW(+82.1K)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$476.0M)	QoQ -22.94% (-$3.2K) YoY NEW(+$10.8K)