ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | NU | NU HLDGS LTD | 36.28% | 258.942 M $ | 18019613 | 2022/06/30 | -37.483 M $ | -14.16 % |
| 2026/03/31 | XP | XP INC | 18.80% | 134.158 M $ | 7046100 | 2025/09/30 | 16.383 M $ | 16.31 % |
| 2026/03/31 | MELI | MERCADOLIBRE INC | 7.55% | 53.899 M $ | 31173 | 2021/09/30 | -21.546 M $ | -14.16 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 6.66% | 47.517 M $ | 228151 | 2021/03/31 | -1.149 M $ | -9.77 % |
| 2026/03/31 | XP | XP INC | 6.36% | 45.364 M $ | 2382538 | 2021/09/30 | 15.010 M $ | 16.31 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 6.25% | 44.626 M $ | 120556 | 2025/09/30 | -2.581 M $ | -23.46 % |
| 2026/03/31 | DLO | DLOCAL LTD | 3.76% | 26.870 M $ | 2071719 | 2025/12/31 | -2.239 M $ | -8.27 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.08% | 14.872 M $ | 85277 | 2025/09/30 | -801.177 K $ | -6.49 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 2.04% | 14.584 M $ | 50716 | 2024/12/31 | -1.206 M $ | -8.13 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.00% | 14.282 M $ | 42261 | 2025/06/30 | 1.571 M $ | 11.21 % |
| 2026/03/31 | AAPL | APPLE INC | 1.90% | 13.563 M $ | 53442 | 2025/09/30 | -898.711 K $ | -6.65 % |
| 2026/03/31 | ABNB | AIRBNB INC | 1.78% | 12.698 M $ | 100558 | 2025/12/31 | -884.537 K $ | -6.96 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 1.73% | 12.339 M $ | 128326 | 2025/09/30 | 286.534 K $ | 2.55 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 1.38% | 9.840 M $ | 58425 | 2025/12/31 | -11.287 M $ | -96.86 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.32% | 9.404 M $ | 16436 | 2020/06/30 | -1.349 M $ | -13.33 % |
| 2026/03/31 | VTEX | VTEX | 0.11% | 772.692 K $ | 193173 | 2021/09/30 | 53.403 K $ | 6.38 % |