HoldingsChannel.com
| Entity | Amount | Change
06/30/2022 to 09/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
809,908 | +166,256 | $91,520 |
| AMZN | 809,908 | +166,256 | $91,520 |
| MICROSOFT CORP |
378,543 | +113,191 | $88,163 |
| MSFT | 378,543 | +113,191 | $88,163 |
| MERCADOLIBRE INC |
98,422 | -3,102 | $81,472 |
| MELI | 98,422 | -3,102 | $81,472 |
| NU HLDGS LTD |
17,807,576 | +17,150,764 | $78,353 |
| NU | 17,807,576 | +17,150,764 | $78,353 |
| XP INC |
3,160,664 | -3,481,374 | $60,084 |
| XP | 3,160,664 | -3,481,374 | $60,084 |
| META PLATFORMS INC |
398,411 | +32,883 | $54,056 |
| FB | 398,411 | +32,883 | $54,056 |
| ALPHABET INC |
527,562 | +498,830 | $50,461 |
| GOOGL | 527,562 | +498,830 | $50,461 |
| STONECO LTD |
5,072,360 | +5,072,360 | $48,340 |
| STNE | 5,072,360 | +5,072,360 | $48,340 |
| SALESFORCE INC |
302,345 | +20,595 | $43,489 |
| CRM | 302,345 | +20,595 | $43,489 |
| DISNEY WALT CO |
222,674 | -201,996 | $21,005 |
| DIS | 222,674 | -201,996 | $21,005 |
| BANCO BRADESCO S A |
4,249,370 | -127 | $15,638 |
| BBD | 4,249,370 | -127 | $15,638 |
 HPX CORP |
$9,958 | ||
| HPX | 991,790 | -8,210 | $9,839 |
| HPX.WT | 495,829 | -4,170 | $119 |
| XPAC ACQUISITION CORP |
792,580 | -7,420 | $7,767 |
| XPAXU | 792,580 | -7,420 | $7,767 |
| SHOPIFY INC |
180,067 | -174,883 | $4,851 |
| SHOP | 180,067 | -174,883 | $4,851 |
| APPLE INC |
16,063 | +543 | $2,220 |
| AAPL | 16,063 | +543 | $2,220 |
| INVESCO QQQ TR |
5,657 | -216,155 | $1,512 |
| QQQ | 5,657 | -216,155 | $1,512 |
| ISHARES TR (IYW) |
20,138 | UNCH | $1,478 |
| IYW | 20,138 | UNCH | $1,478 |
| VTEX |
323,174 | +4,715 | $1,196 |
| VTEX | 323,174 | +4,715 | $1,196 |
| WISDOMTREE TR |
35,930 | UNCH | $1,135 |
| CXSE | 35,930 | UNCH | $1,135 |
| KRANESHARES TR (KWEB) |
40,500 | UNCH | $998 |
| KWEB | 40,500 | UNCH | $998 |
| MELI KASZEK PIONEER CORP |
99,250 | -750 | $980 |
| MEKA | 99,250 | -750 | $980 |
| INTER & CO INC |
38,000 | +38,000 | $124 |
| INTR | 38,000 | +38,000 | $124 |
| WALDENCAST ACQUISITION CORP |
123,849 | -1,150 | $94 |
| WALDW | 123,849 | -1,150 | $94 |
| LDH GROWTH CORP I |
79,269 | -730 | $3 |
| LDHAW | 79,269 | -730 | $3 |
| ITAU UNIBANCO HLDG S A |
0 | -3,057,279 | $0 (exited) |
| ITUB | 0 | -3,057,279 | $0 |
See Summary: Atmos Capital Gestao DE Recursos LTDA. Top Holdings
See Details: Top 10 Stocks Held By Atmos Capital Gestao DE Recursos LTDA.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| STNE | +5,072,360 | +$48,340 |
| INTR | +38,000 | +$124 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| ITUB | -3,057,279 | -$13,085 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NU | +17,150,764 | +$75,897 |
| GOOGL | +498,830 | -$12,153 |
| AMZN | +166,256 | +$23,158 |
| MSFT | +113,191 | +$20,013 |
| FB | +32,883 | -$4,885 |
| CRM | +20,595 | -$3,011 |
| VTEX | +4,715 | +$215 |
| AAPL | +543 | +$98 |
| IYW | UNCH | -$132 |
| CXSE | UNCH | -$397 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| XP | -3,481,374 | -$59,207 |
| QQQ | -216,155 | -$60,657 |
| DIS | -201,996 | -$19,084 |
| SHOP | -174,883 | -$6,238 |
| HPX | -12,380 | -$62 |
| XPAXU | -7,420 | -$321 |
| MELI | -3,102 | +$16,814 |
| WALDW | -1,150 | +$4 |
| MEKA | -750 | -$10 |
|
Size ($ in 1000's)
At 09/30/2022: $664,897 At 06/30/2022: $658,037 Atmos Capital Gestao DE Recursos LTDA. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atmos Capital Gestao DE Recursos LTDA. 13F filings. Link to 13F filings: SEC filings |
