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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 $475,989,301 across 12 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-16. Its ten largest share positions make up 99.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-044633

Period
2025-03-31
Reported value
$476M
Holdings
12
Top 10 weight
99.74%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XPadded+1,505,922$20.7M
STNEadded+359,037$3.76M

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-120,862-$23M
NUreduced-1,301,661-$13.3M
MELIreduced-3,605-$7.03M
METAreduced-7,559-$4.36M
GOOGLreduced-4,349-$673K

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, Q1 2025

Share positions as resolved from 13F-HR 0001213900-25-044633, largest first. % of portfolio is the value over $475,989,301, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450,447 shares; 2024Q4: 11,623,836 shares; 2025Q1: 11,982,873 shares 11,982,873$126M26.38%+359,037Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101,111 shares; 2024Q4: 7,436,029 shares; 2025Q1: 8,941,951 shares 8,941,951$123M25.83%+1,505,922Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,900 shares; 2024Q4: 48,568 shares; 2025Q1: 44,963 shares 44,963$87.7M18.43%-3,605Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,807 shares; 2024Q4: 83,671 shares; 2025Q1: 76,112 shares 76,112$43.9M9.22%-7,559Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,795 shares; 2025Q1: 263,446 shares 263,446$40.7M8.56%-4,349Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,866,736 shares; 2024Q4: 4,606,283 shares; 2025Q1: 3,304,622 shares 3,304,622$33.8M7.11%-1,301,661Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,220 shares; 2024Q4: 204,673 shares; 2025Q1: 83,811 shares 83,811$15.9M3.35%-120,862Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 3,127 shares; 2025Q1: 3,127 shares 3,127$1.47M0.31%0Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares 40,500$1.41M0.3%0Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,572 shares; 2024Q4: 260,358 shares; 2025Q1: 243,315 shares 243,315$1.23M0.26%-17,043Timeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,930 shares; 2024Q4: 35,930 shares; 2025Q1: 35,930 shares 35,930$1.22M0.26%0Timeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,102 shares; 2024Q4: 82,102 shares; 2025Q1: 82,102 shares 82,102$10.8K<0.01%0Timeline

How Q1 2025 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 0001213900-25-044633 base2025-05-16acceptance time not in the bulk data set