AC

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

13F
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Last update 2024-08-14 14 Stocks (2 new)
Value $714.00 Mil Turnover 14 %
Countries:
Top Holdings: NU(36.04%)MELI(20.29%)XP(10.77%)AMZN(10.73%)META(9.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
ATMOS CAPITAL GESTAO DE RECURS... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NU 		Nu Holdings Ltd
19,948,866
257140.880
-27.29%
36.040
-10.89%
0.420
+24.74%
+85.83%
74138.728
Banks
MELI 		MercadoLibre Inc
88,109
144798.330
-25.26%
20.290
-5.49%
0.170
+24.48%
+30.83%
104238.495
Retail - Cyclical
XP 		XP Inc
4,369,850
76865.660
New Holding
10.770
+10.77%
0.820
+2.43%
-30.34%
9732.181
Capital Markets
AMZN 		Amazon.com Inc
396,056
76537.820
-20.72%
10.730
-2.28%
0.000
+3.23%
+23.99%
1977259.845
Retail - Cyclical
META 		Meta Platforms Inc
128,363
64723.190
-28.34%
9.070
-3.01%
0.010
+24.27%
+63.83%
1462638.854
Interactive Media
STNE 		StoneCo Ltd
4,594,655
55089.910
+58.65%
7.720
+2.85%
1.490
-14.15%
-35.72%
3550.507
Software
INTR 		Inter & Co Inc
2,723,427
16749.080
-13.80%
2.350
-0.30%
0.620
-0.30%
+19.91%
2910.464
Banks
DLO 		DLocal Ltd
1,781,561
14412.830
-36.69%
2.020
-1.85%
0.620
+16.69%
-48.62%
2588.992
Software
VTEX 		Vtex
261,488
1898.400
-3.96%
0.270
-0.01%
0.140
+3.01%
-0.58%
1264.186
Software
IYW 		iShares U.S. Technology ETF
11,558
1739.480
0%
0.240
0%
-
+7.69%
+26.80%
19323.387
 

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Historical Top Holdings Breakdowns

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NU 		Nu Holdings Ltd2024-06-30Reduce
-10.89%
●
10.48 ($11.64) 12.92
$15.48
32.99%
Reduce -27.29%
19,948,866
-7,485,976
XP 		XP Inc2024-06-30New Buy
+10.77%
●
17.07 ($20.66) 25.33
$18.16
-12.10%
New holding
4,369,850
4,369,850
MELI 		MercadoLibre Inc2024-06-30Reduce
-5.49%
●
1356.43 ($1578.7) 1787.73
$2,056.09
30.24%
Reduce -25.26%
88,109
-29,784
META 		Meta Platforms Inc2024-06-30Reduce
-3.01%
●
430.17 ($486.09) 527.34
$578.16
18.94%
Reduce -28.34%
128,363
-50,772
STNE 		StoneCo Ltd2024-06-30Add
+2.85%
●
11.72 ($14.75) 17.68
$11.59
-21.42%
Add 58.65%
4,594,655
1,698,538
BUD 		Anheuser-Busch InBev SA/NV2024-06-30Sold Out
-2.74%
●
57.14 ($61.26) 67.42
$64.39
5.11%
Sold Out
0
-369,522
AMZN 		Amazon.com Inc2024-06-30Reduce
-2.28%
●
173.67 ($183.7) 197.85
$188.39
2.55%
Reduce -20.72%
396,056
-103,541
DLO 		DLocal Ltd2024-06-30Reduce
-1.85%
●
7.48 ($11.74) 16.62
$9.09
-22.57%
Reduce -36.69%
1,781,561
-1,032,353
INTR 		Inter & Co Inc2024-06-30Reduce
-0.30%
●
4.97 ($5.76) 6.75
$6.63
15.10%
Reduce -13.8%
2,723,427
-436,169
VTEX 		Vtex2024-06-30Reduce
-0.01%
●
6.51 ($7.25) 8.49
$6.84
-5.66%
Reduce -3.96%
261,488
-10,796

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Total Holding History ($B)

To

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Asset Allocation

To

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Hypothetical Growth since 2024-06-30

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Yearly Returns

Year Portfolio % % Excess Gain %

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Holdings Heat Map

Size field:

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s Holdings Bubble Chart

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. News

  • 1

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