What is InsiderStreet.ai?

InsiderStreet.ai is a free financial intelligence platform tracking smart-money signals — insider trades, congressional stock disclosures, hedge fund positions, ETF flows, dark pool activity, and short interest — across 88,000+ securities.

How do I track which hedge funds own a stock?

On any stock page on InsiderStreet, the Hedge Fund Holders tab shows every fund holding that stock — names, position size, quarterly changes, and fund flows. Data is sourced from SEC institutional ownership disclosures.

How do I see which Congress members trade a stock?

Each stock page has a Smart Money tab that shows congressional disclosures under the STOCK Act — senators and representatives, transaction type, date, and dollar range — typically disclosed within 45 days of the trade.

Asset Manager ← All Institutions

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

Q3 2025 · Filed 2025-11-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$707M

+9.6%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

96.3%

Turnover

47.1%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
NU	32.27%	26.51%	+5.76%	$228M
AAPL	2.28%	0.00%	+2.28%	$16M
NVDA	2.23%	0.00%	+2.23%	$16M
MSFT	2.14%	0.00%	+2.14%	$15M
GOOGL	2.06%	0.00%	+2.06%	$15M
META	2.05%	0.00%	+2.05%	$14M
AMZN	2.03%	0.00%	+2.03%	$14M
STNE	23.89%	22.61%	+1.28%	$169M
NFLX	0.98%	0.00%	+0.98%	$7M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
MELI	4.84%	19.88%	-15.03%	$34M
XP	22.17%	25.37%	-3.19%	$157M
TSM	2.32%	4.73%	-2.41%	$16M
VTEX	0.14%	0.23%	-0.09%	$977K
QQQ	0.22%	0.27%	-0.05%	$2M
KWEB	0.20%	0.22%	-0.02%	$1M
CXSE	0.19%	0.19%	-0.00%	$1M
WALDW	0.00%	0.00%	-0.00%	$0

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	9	$115M	16.3%
Large Cap	3	$419M	59.3%
Mid Cap	2	$170M	24.1%
Small Cap	2	$2M	0.3%
Micro Cap	1	$0	0.0%

Portfolio Analytics

Avg Market Cap

$1.6T

Median Market Cap

$279.2B

Avg P/E

23.9

Median P/E

21.3

Avg Dividend Yield

0.02%

Avg Beta

1.18

# Stocks

# ETFs / Funds

Top Holdings (17 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	NU	32.27%	14,261,084	$228M	$16.01	$57M	+1,791,099	+14.4%
2	STNE	23.89%	8,938,117	$169M	$18.91	$23M	-157,953	-1.7%
3	XP	22.17%	8,348,466	$157M	$18.79	-$7M	+245,218	+3.0%
4	MELI	4.84%	14,665	$34M	$2,336.94	-$94M	-34,411	-70.1%
5	TSM	2.32%	58,836	$16M	$279.29	-$14M	-75,918	-56.3%
6	AAPL	2.28%	63,293	$16M	$254.63	—	+63,293	—	NEW
7	NVDA	2.23%	84,565	$16M	$186.58	—	+84,565	—	NEW
8	MSFT	2.14%	29,235	$15M	$517.95	—	+29,235	—	NEW
9	GOOGL	2.06%	59,903	$15M	$243.10	—	+59,903	—	NEW
10	META	2.05%	19,706	$14M	$734.38	—	+19,706	—	NEW
11	AMZN	2.03%	65,304	$14M	$219.57	—	+65,304	—	NEW
12	NFLX	0.98%	5,759	$7M	$1,198.92	—	+5,759	—	NEW
13	QQQ	0.22%	2,592	$2M	$600.37	-$169K	-535	-17.1%
14	KWEB	0.20%	33,566	$1M	$42.01	$20K	-6,934	-17.1%
15	CXSE	0.19%	29,779	$1M	$44.58	$91K	-6,151	-17.1%
16	VTEX	0.14%	223,027	$977K	$4.38	-$515K	-3,028	-1.3%
17	WALDW	—%	—	—	—	-$7K	-82,102	-100.0%	SOLD

New Positions

Symbol	Value	% Port
AAPL	$16M	2.28%
NVDA	$16M	2.23%
MSFT	$15M	2.14%
GOOGL	$15M	2.06%
META	$14M	2.05%
AMZN	$14M	2.03%
NFLX	$7M	0.98%

Sold Out Positions

Symbol	Value	% Port
WALDW	—	—%

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