$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HPX | HPX CORP | $9,920,000 | +0.5% | 1,000,000 | 0.0% | 1.72% | +49.8% | |
| XPAC ACQUISITION CORPunit 07/27/2021 | $7,848,000 | +0.4% | 800,000 | 0.0% | 1.36% | +49.6% | ||
| WALD | WALDENCAST ACQUISITION CORP | $3,716,000 | -0.4% | 375,000 | 0.0% | 0.65% | +48.5% | |
| IYW | ISHARES TRu.s. tech etf | $2,075,000 | -10.3% | 20,138 | 0.0% | 0.36% | +33.8% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $2,051,000 | -8.9% | 5,657 | 0.0% | 0.36% | +35.9% | |
| CXSE | WISDOMTREE TRchinadiv ex fi | $1,437,000 | -19.8% | 35,930 | 0.0% | 0.25% | +19.6% | |
| KWEB | KRANESHARES TRcsi chi internet | $1,155,000 | -21.9% | 40,500 | 0.0% | 0.20% | +16.9% | |
| MELI KASZEK PIONEER CORPclass a ord | $1,030,000 | -10.9% | 100,000 | 0.0% | 0.18% | +32.6% | ||
| WALDW | WALDENCAST ACQUISITION CORPw exp 03/11/202 | $120,000 | -20.5% | 124,999 | 0.0% | 0.02% | +16.7% | |
| HPXWS | HPX CORP*w exp 07/14/202 | $91,000 | -66.3% | 499,999 | 0.0% | 0.02% | -48.4% | |
| LDHAW | LDH GROWTH CORP Iw exp 03/17/202 | $30,000 | -50.8% | 79,999 | 0.0% | 0.01% | -28.6% |
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.