$804 Million is the total value of ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s 26 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XP | New | XP INCcl a | $110,628,000 | – | 2,754,001 | +100.0% | 13.76% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $33,829,000 | – | 228,500 | +100.0% | 4.21% | – |
| MELI | New | MERCADOLIBRE INC | $29,222,000 | – | 17,400 | +100.0% | 3.63% | – |
| SE | New | SEA LTDsponsord ads | $12,845,000 | – | 40,300 | +100.0% | 1.60% | – |
| New | XPAC ACQUISITION CORPunit 07/27/2021 | $7,864,000 | – | 800,000 | +100.0% | 0.98% | – | |
| New | VTEX | $5,811,000 | – | 282,500 | +100.0% | 0.72% | – | |
| LDHA | New | LDH GROWTH CORP I | $3,892,000 | – | 400,000 | +100.0% | 0.48% | – |
| WALD | New | WALDENCAST ACQUISITION CORP | $3,675,000 | – | 375,000 | +100.0% | 0.46% | – |
| New | MELI KASZEK PIONEER CORPclass a ord | $1,105,000 | – | 100,000 | +100.0% | 0.14% | – | |
| WALDW | New | WALDENCAST ACQUISITION CORP*w exp 03/11/202 | $101,000 | – | 124,999 | +100.0% | 0.01% | – |
| LDHAW | New | LDH GROWTH CORP Iw exp 03/17/202 | $60,000 | – | 79,999 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.