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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 $461,079,284 across 12 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 99.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-013875

Period
2024-12-31
Reported value
$461M
Holdings
12
Top 10 weight
99.76%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+267,795$50.7M
STNEadded+2,173,389$17.3M
XPadded+334,918$3.97M

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
NUreduced-7,260,453-$75.2M
AMZNreduced-294,547-$64.6M
METAreduced-73,136-$42.8M
DLOexited-1,493,806-$12M
MELIreduced-1,332-$2.26M

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, Q4 2024

Share positions as resolved from 13F-HR 0001213900-25-013875, largest first. % of portfolio is the value over $461,079,284, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450,447 shares; 2024Q4: 11,623,836 shares 11,623,836$92.6M20.09%+2,173,389Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101,111 shares; 2024Q4: 7,436,029 shares 7,436,029$88.1M19.11%+334,918Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,900 shares; 2024Q4: 48,568 shares 48,568$82.6M17.91%-1,332Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,795 shares 267,795$50.7M10.99%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,807 shares; 2024Q4: 83,671 shares 83,671$49M10.63%-73,136Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,866,736 shares; 2024Q4: 4,606,283 shares 4,606,283$47.7M10.35%-7,260,453Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,220 shares; 2024Q4: 204,673 shares 204,673$44.9M9.74%-294,547Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 3,127 shares 3,127$1.61M0.35%-2,767Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,572 shares; 2024Q4: 260,358 shares 260,358$1.53M0.33%-1,214Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 40,500 shares 40,500$1.19M0.26%0Timeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,930 shares; 2024Q4: 35,930 shares 35,930$1.08M0.23%0Timeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,102 shares; 2024Q4: 82,102 shares 82,102$14K<0.01%0Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DLODLOCAL LTD1,493,806$12Mshares
NUNU HLDGS LTD36,000$491Kput

How Q4 2024 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 0001213900-25-013875 base2025-02-14acceptance time not in the bulk data set