ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMAZON COM INC(AMZN) | 0 | 228,151 | +228,151 | 0 | 47,517,009 | 8.20% | +47,517,009 |
| XP INC(XP)(Call) | 0 | 7,046,100 | +7,046,100 | 0 | 134,157,744 | — | +134,157,744 |
| MICROSOFT CORP(MSFT) | 0 | 120,556 | +120,556 | 0 | 44,626,215 | 7.70% | +44,626,215 |
| NVIDIA CORPORATION(NVDA) | 0 | 85,277 | +85,277 | 0 | 14,872,309 | 2.57% | +14,872,309 |
| NETFLIX INC.(NFLX) | 0 | 128,326 | +128,326 | 0 | 12,338,545 | 2.13% | +12,338,545 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 42,261 | +42,261 | 0 | 14,282,105 | 2.46% | +14,282,105 |
| APPLE INC(AAPL) | 0 | 53,442 | +53,442 | 0 | 13,563,045 | 2.34% | +13,563,045 |
| AIRBNB INC | 0 | 100,558 | +100,558 | 0 | 12,698,464 | 2.19% | +12,698,464 |
| VTEX | 0 | 193,173 | +193,173 | 0 | 772,692 | 0.13% | +772,692 |
| DLOCAL LTD(DLO) | 0 | 2,071,719 | +2,071,719 | 0 | 26,870,195 | 4.64% | +26,870,195 |
| ALPHABET INC(GOOG) | 0 | 50,716 | +50,716 | 0 | 14,583,893 | 2.52% | +14,583,893 |
| META PLATFORMS INC(META) | 0 | 16,436 | +16,436 | 0 | 9,403,529 | 1.62% | +9,403,529 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 58,425 | +58,425 | 0 | 9,839,518 | 1.70% | +9,839,518 |
| NU HLDGS LTD(NU) | 0 | 18,019,613 | +18,019,613 | 0 | 258,941,839 | 44.68% | +258,941,839 |
| XP INC(XP) | 0 | 2,382,538 | +2,382,538 | 0 | 45,363,524 | 7.83% | +45,363,524 |
| MERCADOLIBRE INC(MELI) | 0 | 31,173 | +31,173 | 0 | 53,898,740 | 9.30% | +53,898,740 |