$124 Million is the total value of ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s 8 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STNE | Buy | STONECO LTD | $34,528,000 | -25.1% | 1,586,017 | +37.3% | 27.88% | +66.8% |
| NTCO | New | NATURA &CO HLDG S Aads | $20,094,000 | – | 2,042,072 | +100.0% | 16.22% | – |
| VALE | Buy | VALE S Asponsored ads | $14,108,000 | -27.2% | 1,701,802 | +15.9% | 11.39% | +62.1% |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $10,343,000 | +15.2% | 3,096,598 | +179.3% | 8.35% | +156.5% |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $7,231,000 | – | 163,900 | +100.0% | 5.84% | – |
| DESP | New | DESPEGAR COM CORP | $2,699,000 | – | 476,044 | +100.0% | 2.18% | – |
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 | 17 | Q2 2024 | 49.6% |
| META PLATFORMS INC | 17 | Q2 2024 | 30.0% |
| INVESCO QQQ TR | 16 | Q2 2024 | 9.4% |
| ISHARES TR | 16 | Q2 2024 | 0.5% |
| AMAZON COM INC | 14 | Q2 2024 | 18.1% |
| XP INC | 13 | Q2 2024 | 34.6% |
| WISDOMTREE TR | 13 | Q2 2024 | 0.4% |
| KRANESHARES TRUST | 13 | Q2 2024 | 0.4% |
| STONECO LTD | 12 | Q2 2024 | 40.8% |
| VTEX | 12 | Q2 2024 | 0.7% |
View ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.