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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 $645,312,034 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-076308

Period
2025-06-30
Reported value
$645M
Holdings
10
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+9,165,363$126M
TSMnew+134,754$30.5M
MELIadded+4,113$10.7M

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
STNEreduced-2,886,803-$46.3M
METAexited-76,112-$43.9M
GOOGLexited-263,446-$40.7M
XPreduced-838,703-$16.9M
AMZNexited-83,811-$15.9M

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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001213900-25-076308, largest first. % of portfolio is the value over $645,312,034, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,866,736 shares; 2024Q4: 4,606,283 shares; 2025Q1: 3,304,622 shares; 2025Q2: 12,469,985 shares 12,469,985$171M26.51%+9,165,363Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101,111 shares; 2024Q4: 7,436,029 shares; 2025Q1: 8,941,951 shares; 2025Q2: 8,103,248 shares 8,103,248$164M25.37%-838,703Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450,447 shares; 2024Q4: 11,623,836 shares; 2025Q1: 11,982,873 shares; 2025Q2: 9,096,070 shares 9,096,070$146M22.61%-2,886,803Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,900 shares; 2024Q4: 48,568 shares; 2025Q1: 44,963 shares; 2025Q2: 49,076 shares 49,076$128M19.88%+4,113Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,754 shares 134,754$30.5M4.73%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 3,127 shares; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares 3,127$1.72M0.27%0Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,572 shares; 2024Q4: 260,358 shares; 2025Q1: 243,315 shares; 2025Q2: 226,055 shares 226,055$1.49M0.23%-17,260Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: 40,500 shares 40,500$1.39M0.22%0Timeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,930 shares; 2024Q4: 35,930 shares; 2025Q1: 35,930 shares; 2025Q2: 35,930 shares 35,930$1.24M0.19%0Timeline
WALDWWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,102 shares; 2024Q4: 82,102 shares; 2025Q1: 82,102 shares; 2025Q2: 82,102 shares 82,102$6.67K<0.01%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC76,112$43.9Mshares
GOOGLALPHABET INC263,446$40.7Mshares
AMZNAMAZON COM INC83,811$15.9Mshares

How Q2 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 0001213900-25-076308 base2025-08-14acceptance time not in the bulk data set