ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NU HLDGS LTD(NU) | 12,469,985 | 14,261,084 | +1,791,099 | 171,088,194 | 228,319,955 | 32.27% | +57,231,761 |
| XP INC(XP)(Call) | 0 | 2,010,000 | +2,010,000 | 0 | 37,767,900 | — | +37,767,900 |
| STONECO LTD(STNE) | 9,096,070 | 8,938,117 | -157,953 | 145,900,963 | 169,019,792 | 23.89% | +23,118,829 |
| APPLE INC(AAPL) | 0 | 63,293 | +63,293 | 0 | 16,116,297 | 2.28% | +16,116,297 |
| NVIDIA CORPORATION(NVDA) | 0 | 84,565 | +84,565 | 0 | 15,778,138 | 2.23% | +15,778,138 |
| MICROSOFT CORP(MSFT) | 0 | 29,235 | +29,235 | 0 | 15,142,268 | 2.14% | +15,142,268 |
| ALPHABET INC(GOOG) | 0 | 59,903 | +59,903 | 0 | 14,562,419 | 2.06% | +14,562,419 |
| META PLATFORMS INC(META) | 0 | 19,706 | +19,706 | 0 | 14,471,692 | 2.05% | +14,471,692 |
| AMAZON COM INC(AMZN) | 0 | 65,304 | +65,304 | 0 | 14,338,799 | 2.03% | +14,338,799 |
| NETFLIX INC(NFLX) | 0 | 5,759 | +5,759 | 0 | 6,904,580 | 0.98% | +6,904,580 |
| WISDOMTREE TR(WT) | 35,930 | 29,779 | -6,151 | 1,236,351 | 1,327,548 | 0.19% | +91,197 |
| KRANESHARES TR | 40,500 | 33,566 | -6,934 | 1,390,365 | 1,410,108 | 0.20% | +19,743 |
| WALDENCAST PLC | 82,102 | 0 | -82,102 | 6,671 | 0 | — | -6,671 |
| INVESCO QQQ TR | 3,127 | 2,592 | -535 | 1,724,978 | 1,556,159 | 0.22% | -168,819 |
| VTEX | 226,055 | 223,027 | -3,028 | 1,491,963 | 976,858 | 0.14% | -515,105 |
| XP INC(XP) | 8,103,248 | 8,348,466 | +245,218 | 163,685,610 | 156,867,676 | 22.17% | -6,817,934 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 134,754 | 58,836 | -75,918 | 30,520,433 | 16,432,306 | 2.32% | -14,088,127 |
| MERCADOLIBRE INC(MELI) | 49,076 | 14,665 | -34,411 | 128,266,506 | 34,271,225 | 4.84% | -93,995,281 |