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Asset Manager ← All Institutions

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

Q2 2026 · Filed 2026-08-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$796M

+37.4%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

90.4%

Turnover

6.2%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
MELI	15.77%	9.30%	+6.47%	$126M
INTR	5.12%	0.00%	+5.12%	$41M
META	4.03%	1.62%	+2.41%	$32M
DLO	6.51%	4.64%	+1.87%	$52M
GOOGL	3.99%	2.52%	+1.48%	$32M
TSM	3.55%	2.46%	+1.09%	$28M
NVDA	3.00%	2.57%	+0.43%	$24M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
NU	39.65%	44.68%	-5.03%	$316M
AMZN	3.62%	8.20%	-4.58%	$29M
MSFT	3.92%	7.70%	-3.78%	$31M
XP	4.25%	7.83%	-3.57%	$34M
NFLX	1.14%	2.13%	-0.99%	$9M
AAPL	1.92%	2.34%	-0.42%	$15M
ABNB	1.79%	2.19%	-0.40%	$14M
BKNG	1.64%	1.70%	-0.06%	$13M
VTEX	0.10%	0.13%	-0.04%	$765K

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	8	$201M	25.2%
Large Cap	5	$502M	63.1%
Mid Cap	2	$93M	11.6%
Small Cap	1	$765K	0.1%

Portfolio Analytics

Avg Market Cap

$1.6T

Median Market Cap

$201.2B

Avg P/E

24.3

Median P/E

21.0

Avg Dividend Yield

0.01%

Avg Beta

1.23

# Stocks

# ETFs / Funds

Top Holdings (16 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	NU	39.65%	23,637,075	$316M	$13.36	$57M	+5,617,462	+31.2%
2	MELI	15.77%	73,971	$126M	$1,697.39	$72M	+42,798	+137.3%
3	DLO	6.51%	3,990,466	$52M	$13.00	$25M	+1,918,747	+92.6%
4	INTR	5.12%	7,504,483	$41M	$5.43	—	+7,504,483	—	NEW
5	XP	4.25%	2,082,802	$34M	$16.26	-$11M	-299,736	-12.6%
6	META	4.03%	57,015	$32M	$563.29	$23M	+40,579	+246.9%
7	GOOGL	3.99%	88,993	$32M	$357.37	$17M	+38,277	+75.5%
8	MSFT	3.92%	83,749	$31M	$373.02	-$13M	-36,807	-30.5%
9	AMZN	3.62%	121,071	$29M	$238.34	-$19M	-107,080	-46.9%
10	TSM	3.55%	59,225	$28M	$477.57	$14M	+16,964	+40.1%
11	NVDA	3.00%	119,301	$24M	$200.09	$9M	+34,024	+39.9%
12	AAPL	1.92%	52,922	$15M	$289.36	$2M	-520	-1.0%
13	ABNB	1.79%	99,452	$14M	$143.10	$2M	-1,106	-1.1%
14	BKNG	1.64%	73,101	$13M	$178.24	$3M	+14,676	+25.1%
15	NFLX	1.14%	127,225	$9M	$71.40	-$3M	-1,101	-0.9%
16	VTEX	0.10%	191,255	$765K	$4.00	-$8K	-1,918	-1.0%

New Positions

Symbol	Value	% Port
INTR	$41M	5.12%

View SEC EDGAR Filings for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. →