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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 $745,263,720 across 17 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 96.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-110466

Period
2025-09-30
Reported value
$745M
Holdings
17
Top 10 weight
96.25%
New
8
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+1,791,099$28.7M
AAPLnew+63,293$16.1M
NVDAnew+84,565$15.8M
MSFTnew+29,235$15.1M
GOOGLnew+59,903$14.6M

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
MELIreduced-34,411-$80.4M
TSMreduced-75,918-$21.2M
STNEreduced-157,953-$2.99M
QQQreduced-535-$321K
KWEBreduced-6,934-$291K

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, Q3 2025

Share positions as resolved from 13F-HR 0001213900-25-110466, largest first. % of portfolio is the value over $707,495,820, 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; 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; 2025Q3: 14,261,084 shares 14,261,084$228M32.27%+1,791,099Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 8,938,117 shares 8,938,117$169M23.89%-157,953Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 8,348,466 shares 8,348,466$157M22.17%+245,218Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,900 shares; 2024Q4: 48,568 shares; 2025Q1: 44,963 shares; 2025Q2: 49,076 shares; 2025Q3: 14,665 shares 14,665$34.3M4.84%-34,411Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,754 shares; 2025Q3: 58,836 shares 58,836$16.4M2.32%-75,918Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,293 shares 63,293$16.1M2.28%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,565 shares 84,565$15.8M2.23%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,235 shares 29,235$15.1M2.14%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,795 shares; 2025Q1: 263,446 shares; 2025Q2: not reported; 2025Q3: 59,903 shares 59,903$14.6M2.06%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,807 shares; 2024Q4: 83,671 shares; 2025Q1: 76,112 shares; 2025Q2: not reported; 2025Q3: 19,706 shares 19,706$14.5M2.05%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,220 shares; 2024Q4: 204,673 shares; 2025Q1: 83,811 shares; 2025Q2: not reported; 2025Q3: 65,304 shares 65,304$14.3M2.03%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,759 shares 5,759$6.9M0.98%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 3,127 shares; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 2,592 shares 2,592$1.56M0.22%-535Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: 40,500 shares; 2025Q3: 33,566 shares 33,566$1.41M0.2%-6,934Timeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,930 shares; 2024Q4: 35,930 shares; 2025Q1: 35,930 shares; 2025Q2: 35,930 shares; 2025Q3: 29,779 shares 29,779$1.33M0.19%-6,151Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,572 shares; 2024Q4: 260,358 shares; 2025Q1: 243,315 shares; 2025Q2: 226,055 shares; 2025Q3: 223,027 shares 223,027$977K0.14%-3,028Timeline

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 Stockcall2,010,000$37.8Mnew

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
WALDWWALDENCAST PLC82,102$6.67Kshares

How Q3 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 0001213900-25-110466 base2025-11-14acceptance time not in the bulk data set