Atmos Capital Gestao De Recursos Ltda.
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
-0.0ptsvs SPY
Invested
$713.7M
Holdings
15
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NU
NU HLDGS LTD
Q4 2025: Exited (was 14.26M shares)
36.3%
02
$XP
XP INC
Q4 2025: Exited (was 4.02M shares)
25.2%
03
$MELI
MERCADOLIBRE INC
Q4 2025: Exited (was 14.7k shares)
7.6%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 7.4% (28.0k → 25.9k shares)
6.7%
05
$MSFT
MICROSOFT CORP
Q4 2025: Sold 33.5% (29.2k → 19.4k shares)
6.3%
06
$DLO
DLOCAL LTD
Held since at least Q1 2024
3.8%
07
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 20.4% (84.6k → 67.3k shares)
2.1%
08
$GOOGL
ALPHABET INC
Q1 2026: Increased +3.0% (24.4k → 25.2k shares)
2.0%
09
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Q1 2026: Increased +82.9% (1.4k → 2.6k shares)
2.0%
10
$AAPL
APPLE INC
Q1 2026: Increased +5.4% (28.3k → 29.8k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:14 UTC.