13F-HR/A filed by ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this 13F-HR/A for the quarter ended 2025-12-31, filed 2026-02-20, with 16 holding rows worth $760,495,522.
- Accession
- 0001213900-26-018720
- Filer
- CIK 1832439
- Filed
- 2026-02-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, amendment of type restatement, 16 entries on the cover page, a total value of $760,495,522 stated on the cover page (in dollars after the unit check, H1), rows summing to $760,495,522 with VALUE read as dollars as filed, 13F file number 028-20396. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 15,815,788 | $264,756,291 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 75,535 | $152,147,129 | dollars as filed | |
| XP INC CL A | G98239109 | Stock | 6,136,000 | $100,446,300 | dollars as filed | call |
| XP INC CL A | G98239109 | Stock | 5,621,659 | $92,026,558 | dollars as filed | |
| DLOCAL LTD | G29018101 | CLASS A COM | 1,913,998 | $27,063,932 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 47,401 | $14,836,513 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 46,110 | $14,012,368 | dollars as filed | |
| Apple Inc | 037833100 | COM | 49,735 | $13,520,957 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 93,701 | $12,717,100 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 66,213 | $12,348,725 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 50,964 | $11,763,510 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 2,176 | $11,653,198 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 119,889 | $11,240,793 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 22,750 | $11,002,355 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 15,336 | $10,123,140 | dollars as filed | |
| VTEX SHS CL A | G9470A102 | Stock | 222,514 | $836,653 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-26-017461 | superseded | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001213900-26-018720 | this filing | 2026-02-20 | acceptance time not in the bulk data set |