$576 Million is the total value of ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s 28 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 166.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $81,266,000 | +2.0% | 68,321 | +15.6% | 14.12% | +52.1% |
| MSFT | Buy | MICROSOFT CORP | $56,406,000 | +30.0% | 182,951 | +41.8% | 9.80% | +93.8% |
| SHOP | Buy | SHOPIFY INCcl a | $21,141,000 | -50.1% | 31,275 | +1.6% | 3.67% | -25.6% |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $18,222,000 | – | 3,927,200 | +100.0% | 3.17% | – |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $17,747,000 | – | 3,108,100 | +100.0% | 3.08% | – |
| NFLX | New | NETFLIX INC | $16,315,000 | – | 43,555 | +100.0% | 2.83% | – |
| AAPL | New | APPLE INC | $2,497,000 | – | 14,300 | +100.0% | 0.43% | – |
| STNE | New | STONECO LTD | $11,000 | – | 900 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.