Atmos Capital Gestao De Recursos Ltda. Portfolio Holdings by Sector
Atmos Capital Gestao De Recursos Ltda.
- $745 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$228,319
30.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
XP XP 2 stocks |
$194,634
26.12% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
STNE MSFT 2 stocks |
$184,161
24.71% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI AMZN 2 stocks |
$48,609
6.52% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$32,210
4.32% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$29,033
3.9% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16,116
2.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$6,904
0.93% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
QQQ KWEB CXSE 3 stocks |
$4,293
0.58% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
VTEX 1 stocks |
$976
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|