ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

Est. AUM

$713.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NU HLDGS LTD	ORD SHS CL A	$258.9M	18019613	36.28%	SOLE
2	XP INCCALL	CL A	$134.2M	7046100	18.80%	SOLE
3	MERCADOLIBRE INC	COM	$53.9M	31173	7.55%	SOLE
4	AMAZON COM INC	COM	$47.5M	228151	6.66%	SOLE
5	XP INC	CL A	$45.4M	2382538	6.36%	SOLE
6	MICROSOFT CORP	COM	$44.6M	120556	6.25%	SOLE
7	DLOCAL LTD	CLASS A COM	$26.9M	2071719	3.76%	SOLE
8	NVIDIA CORPORATION	COM	$14.9M	85277	2.08%	SOLE
9	ALPHABET INC	CAP STK CL A	$14.6M	50716	2.04%	SOLE
10	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$14.3M	42261	2.00%	SOLE
11	APPLE INC	COM	$13.6M	53442	1.90%	SOLE
12	AIRBNB INC	COM CL A	$12.7M	100558	1.78%	SOLE
13	NETFLIX INC.	COM	$12.3M	128326	1.73%	SOLE
14	BOOKING HOLDINGS INC	COM	$9.8M	58425	1.38%	SOLE
15	META PLATFORMS INC	CL A	$9.4M	16436	1.32%	SOLE
16	VTEX	SHS CL A	$773K	193173	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.