Q2 2026 13F · SEC CIK 1832439
Atmos Capital Gestao de Recursos Ltda.
Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $796.4M
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +18.0%
- Average holding period
- 3.1 yrs
Atmos Capital Gestao de Recursos Ltda. is an asset manager that reported 16 positions worth $796.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nu Hldgs Ltd (NU, 39.7%), Mercadolibre Inc (MELI, 15.8%), Dlocal Ltd (DLO, 6.5%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 20.4% for the S&P 500.
Atmos Capital Gestao de Recursos Ltda. holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NUNu Hldgs Ltd | 39.7% | +31.2% | $315.8M |
| MELIMercadolibre Inc | 15.8% | +137.3% | $125.6M |
| DLODlocal Ltd | 6.5% | +92.6% | $51.9M |
| INTRInter & Co Inc - Cl A | 5.1% | — | $40.7M |
| XPXp Inc | 4.3% | -12.6% | $33.9M |
| METAMeta Platforms Inc Class A | 4.0% | +246.9% | $32.1M |
| GOOGLAlphabet Inc | 4.0% | +75.5% | $31.8M |
| MSFTMicrosoft Corp | 3.9% | -30.5% | $31.2M |
| AMZNAmazon Com Inc Com | 3.6% | -46.9% | $28.9M |
| TSMTaiwan Semiconductor Manufac | 3.6% | +40.1% | $28.3M |
| NVDANvidia Corporation Com | 3.0% | +39.9% | $23.9M |
| AAPLApple Inc | 1.9% | -1.0% | $15.3M |
| ABNBAirbnb Inc | 1.8% | -1.1% | $14.2M |
| BKNGBooking Holdings Inc Com | 1.6% | +25.1% | $13.0M |
| NFLXNetflix Inc Total | 1.1% | -0.9% | $9.1M |
| VTEXIshares S&p 500 Value ETF | 0.1% | -1.0% | $765K |
What Atmos Capital Gestao de Recursos Ltda. bought and sold in Q2 2026, against Q1 2026.
New positions
- INTR Inter & Co Inc - Cl A5.1% of 13F
Added to
- META Meta Platforms Inc Class A+246.9% shares
- MELI Mercadolibre Inc+137.3% shares
- DLO Dlocal Ltd+92.6% shares
- GOOGL Alphabet Inc+75.5% shares
- TSM Taiwan Semiconductor Manufac+40.1% shares
- NVDA Nvidia Corporation Com+39.9% shares
- NU Nu Hldgs Ltd+31.2% shares
- BKNG Booking Holdings Inc Com+25.1% shares
Reduced
- AMZN Amazon Com Inc Com-46.9% shares
- MSFT Microsoft Corp-30.5% shares
- XP Xp Inc-12.6% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -0.5% /yr
- S&P 500 +20.1%
- 3 years
- +18.0% /yr
- S&P 500 +20.4%
- 5 years
- -2.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $796.4M | 16 |
| Q1 2026 | $579.6M | 15 |
| Q4 2025 | $660.0M | 15 |
| Q3 2025 | $707.5M | 16 |
| Q2 2025 | $645.3M | 10 |
| Q1 2025 | $476.0M | 12 |
| Q4 2024 | $461.1M | 12 |
| Q3 2024 | $700.3M | 12 |
| Q2 2024 | $713.5M | 14 |
| Q1 2024 | $819.8M | 13 |
| Q4 2023 | $870.9M | 15 |
| Q3 2023 | $795.8M | 14 |
Questions about Atmos Capital Gestao de Recursos Ltda.'s portfolio
What stocks does Atmos Capital Gestao de Recursos Ltda. own?
Atmos Capital Gestao de Recursos Ltda.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 16 positions worth $796.4M. The largest are Nu Hldgs Ltd (NU) at 39.7%, Mercadolibre Inc (MELI) at 15.8%, Dlocal Ltd (DLO) at 6.5%, Inter & Co Inc - Cl A (INTR) at 5.1% and Xp Inc (XP) at 4.3%.
What did Atmos Capital Gestao de Recursos Ltda. buy last quarter?
In Q2 2026, Atmos Capital Gestao de Recursos Ltda. added a new position in Inter & Co Inc - Cl A (INTR), Meta Platforms Inc Class A (META) (+246.9% shares), Mercadolibre Inc (MELI) (+137.3% shares) and Dlocal Ltd (DLO) (+92.6% shares), compared with its Q1 2026 filing.
What did Atmos Capital Gestao de Recursos Ltda. sell last quarter?
In Q2 2026, Atmos Capital Gestao de Recursos Ltda. Amazon Com Inc Com (AMZN) (-46.9% shares), Microsoft Corp (MSFT) (-30.5% shares) and Xp Inc (XP) (-12.6% shares), compared with its Q1 2026 filing.
How has Atmos Capital Gestao de Recursos Ltda.'s portfolio performed?
A portfolio copying Atmos Capital Gestao de Recursos Ltda.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.5% against +20.1%. Over 5 years: -2.3% a year against +11.6%.
When is Atmos Capital Gestao de Recursos Ltda.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Atmos Capital Gestao de Recursos Ltda.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.