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ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

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13F filer, CIK 1832439, Leblon - Rio de Janeiro, Brazil

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported $832,043,719 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 90.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-089672

Period
2026-06-30
Reported value
$832M
Holdings
17
Top 10 weight
90.42%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+5,617,462$75M
MELIadded+42,798$72.6M
INTRnew+7,504,483$40.7M
DLOadded+1,918,747$24.9M
METAadded+40,579$22.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-107,080-$25.5M
MSFTreduced-36,807-$13.7M
XPreduced-299,736-$4.87M
ABNBreduced-1,106-$158K
AAPLreduced-520-$150K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001213900-26-089672, largest first. % of portfolio is the value over $796,414,807, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,866,736 shares; 2024Q4: 4,606,283 shares; 2025Q1: 3,304,622 shares; 2025Q2: 12,469,985 shares; 2025Q3: 14,261,084 shares; 2025Q4: 15,815,788 shares; 2026Q1: 18,019,613 shares; 2026Q2: 23,637,075 shares 23,637,075$316M39.65%+5,617,462Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,900 shares; 2024Q4: 48,568 shares; 2025Q1: 44,963 shares; 2025Q2: 49,076 shares; 2025Q3: 14,665 shares; 2025Q4: 75,535 shares; 2026Q1: 31,173 shares; 2026Q2: 73,971 shares 73,971$126M15.77%+42,798Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493,806 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,913,998 shares; 2026Q1: 2,071,719 shares; 2026Q2: 3,990,466 shares 3,990,466$51.9M6.51%+1,918,747Timeline
INTRINTER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,504,483 shares 7,504,483$40.7M5.12%newTimeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101,111 shares; 2024Q4: 7,436,029 shares; 2025Q1: 8,941,951 shares; 2025Q2: 8,103,248 shares; 2025Q3: 8,348,466 shares; 2025Q4: 5,621,659 shares; 2026Q1: 2,382,538 shares; 2026Q2: 2,082,802 shares 2,082,802$33.9M4.25%-299,736Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,807 shares; 2024Q4: 83,671 shares; 2025Q1: 76,112 shares; 2025Q2: not reported; 2025Q3: 19,706 shares; 2025Q4: 15,336 shares; 2026Q1: 16,436 shares; 2026Q2: 57,015 shares 57,015$32.1M4.03%+40,579Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 267,795 shares; 2025Q1: 263,446 shares; 2025Q2: not reported; 2025Q3: 59,903 shares; 2025Q4: 47,401 shares; 2026Q1: 50,716 shares; 2026Q2: 88,993 shares 88,993$31.8M3.99%+38,277Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,235 shares; 2025Q4: 22,750 shares; 2026Q1: 120,556 shares; 2026Q2: 83,749 shares 83,749$31.2M3.92%-36,807Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,220 shares; 2024Q4: 204,673 shares; 2025Q1: 83,811 shares; 2025Q2: not reported; 2025Q3: 65,304 shares; 2025Q4: 50,964 shares; 2026Q1: 228,151 shares; 2026Q2: 121,071 shares 121,071$28.9M3.62%-107,080Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,754 shares; 2025Q3: 58,836 shares; 2025Q4: 46,110 shares; 2026Q1: 42,261 shares; 2026Q2: 59,225 shares 59,225$28.3M3.55%+16,964Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,565 shares; 2025Q4: 66,213 shares; 2026Q1: 85,277 shares; 2026Q2: 119,301 shares 119,301$23.9M3%+34,024Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,293 shares; 2025Q4: 49,735 shares; 2026Q1: 53,442 shares; 2026Q2: 52,922 shares 52,922$15.3M1.92%-520Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,701 shares; 2026Q1: 100,558 shares; 2026Q2: 99,452 shares 99,452$14.2M1.79%-1,106Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 58,425 shares; 2026Q2: 73,101 shares 73,101$13M1.64%+14,676Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,759 shares; 2025Q4: 119,889 shares; 2026Q1: 128,326 shares; 2026Q2: 127,225 shares 127,225$9.08M1.14%-1,101Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,572 shares; 2024Q4: 260,358 shares; 2025Q1: 243,315 shares; 2025Q2: 226,055 shares; 2025Q3: 223,027 shares; 2025Q4: 222,514 shares; 2026Q1: 193,173 shares; 2026Q2: 191,255 shares 191,255$765K0.1%-1,918Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
XPXP INC Stockcall2,191,200$35.6M-4,854,900

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-26-089672 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001213900-26-089672 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001213900-26-057292 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR/A 0001213900-26-018720 Quarter ended 2025-12-312026-02-20acceptance time not in the bulk data set
13F-HR 0001213900-26-017461 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001213900-25-110466 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001213900-25-076308 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001213900-25-044633 Quarter ended 2025-03-312025-05-16acceptance time not in the bulk data set
13F-HR 0001213900-25-013875 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001213900-24-097964 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000950159-24-000237 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000950159-24-000160 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000950159-24-000082 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000950159-23-000295 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000950159-23-000233 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000950159-23-000169 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000950159-23-000065 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000950159-22-000238 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000950159-22-000190 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000950159-22-000116 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000950159-22-000063 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000950159-21-000322 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000950159-21-000248 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0000950159-21-000144 Quarter ended 2021-03-312021-05-07acceptance time not in the bulk data set
13F-HR 0000950159-21-000084 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0000950159-20-000260 Quarter ended 2020-03-312020-11-16acceptance time not in the bulk data set
13F-HR 0000950159-20-000259 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0000950159-20-000257 Quarter ended 2020-06-302020-11-16acceptance time not in the bulk data set
13F-HR 0000950159-20-000256 Quarter ended 2019-12-312020-11-16acceptance time not in the bulk data set