ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

Q2 2026 13F-HR Holdings

Location
Leblon Rio De Janeiro, D5
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$832,044
Net value change ($000)
+118,315 (16.6%)
New positions
1
Sold out positions
0
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MELI 71,659 133.0%
NU 56,849 22.0%
INTR 40,749 NEW
DLO 24,986 93.0%
META 22,712 241.5%
GOOGL 17,219 118.1%
TSM 14,002 98.0%
NVDA 8,999 60.5%
BKNG 3,190 32.4%
AAPL 1,751 12.9%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -18,661 -39.3%
MSFT -13,386 -30.0%
XP -11,498 -25.3%
NFLX -3,255 -26.4%
VTEX -8 -1.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 35,629 (4.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type