$276 Million is the total value of ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s 6 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MELI | New | MERCADOLIBRE INC | $136,835,000 | – | 239,247 | +100.0% | 49.63% | – |
STNE | New | STONECO LTD | $46,092,000 | – | 1,155,474 | +100.0% | 16.72% | – |
CZZ | New | COSAN LTD | $33,901,000 | – | 1,484,281 | +100.0% | 12.30% | – |
AVP | New | AVON PRODS INC | $30,548,000 | – | 5,416,244 | +100.0% | 11.08% | – |
VALE | New | VALE S Asponsored ads | $19,376,000 | – | 1,467,902 | +100.0% | 7.03% | – |
ARCO | New | ARCOS DORADOS HOLDINGS INC | $8,979,000 | – | 1,108,570 | +100.0% | 3.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MERCADOLIBRE INC | 14 | Q3 2023 | 49.6% |
META PLATFORMS INC | 14 | Q3 2023 | 30.0% |
INVESCO QQQ TR | 13 | Q3 2023 | 9.4% |
ISHARES TR | 13 | Q3 2023 | 0.5% |
XP INC | 11 | Q3 2023 | 34.6% |
AMAZON COM INC | 11 | Q3 2023 | 18.1% |
MICROSOFT CORP | 10 | Q4 2022 | 14.4% |
WISDOMTREE TR | 10 | Q3 2023 | 0.4% |
KRANESHARES TR | 10 | Q3 2023 | 0.4% |
STONECO LTD | 9 | Q3 2022 | 40.8% |
View ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
SC 13G | 2023-05-10 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.