ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK 1832439 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- NU26.51%
- XP25.37%
- STNE22.61%
- MELI19.88%
- TSM4.73%
- QQQ0.27%
- VTEX0.23%
- KWEB0.22%
- CXSE0.19%
- WALDW0.00%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NUWeight increased · +19.40 pp7.11% → 26.51%Shares +9.17M (+277.35%)
- STNEWeight decreased · -3.77 pp26.38% → 22.61%Shares -2.89M (-24.09%)
- MELIWeight increased · +1.45 pp18.43% → 19.88%Shares +4.11K (+9.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $171.09M | 26.51% | 12.47M shares | 7.11% → 26.51%+19.40 pp +9.17M (+277.35%) | Added | ↗▾ |
| 02 | XPXP INC - CLASS ACL A View history and evidence | $163.69M | 25.37% | 8.10M shares | 25.83% → 25.37%-0.46 pp -838.70K (-9.38%) | Reduced | ↗▾ |
| 03 | STNESTONECO LTD-ACOM CL A View history and evidence | $145.90M | 22.61% | 9.10M shares | 26.38% → 22.61%-3.77 pp -2.89M (-24.09%) | Reduced | ↗▾ |
| 04 | MELIMERCADOLIBRE INC View history and evidence | $128.27M | 19.88% | 49.08K shares | 18.43% → 19.88%+1.45 pp +4.11K (+9.15%) | Added | ↗▾ |
| 05 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $30.52M | 4.73% | 134.75K shares | Prior unavailable +134.75K | New | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $1.72M | 0.27% | 3.13K shares | 0.31% → 0.27%-0.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | VTEXVTEX -CLASS ASHS CL A View history and evidence | $1.49M | 0.23% | 226.06K shares | 0.26% → 0.23%-0.03 pp -17.26K (-7.09%) | Reduced | ↗▾ |
| 08 | KWEBKRANESH CSI CHINA INTERNETCSI CHI INTERNET View history and evidence | $1.39M | 0.22% | 40.50K shares | 0.30% → 0.22%-0.08 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | CXSEWISDOMTREE CHINA EX-ST OWCHINADIV EX FI View history and evidence | $1.24M | 0.19% | 35.93K shares | 0.26% → 0.19%-0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | WALDWWALDENCAST ACQ CL A -CW27W EXP 07/27/2027 View history and evidence | $6.67K | 0.00% | 82.10K shares | 0.00% → 0.00%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| META META PLATFORMS INC-CLASS A | Non-derivative | -76,112 | -$43.87M | SEC filing ↗ | SEC filing ↗ |
| GOOGL ALPHABET INC-CL A | Non-derivative | -263,446 | -$40.74M | SEC filing ↗ | SEC filing ↗ |
| AMZN AMAZON.COM INC | Non-derivative | -83,811 | -$15.95M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1832439 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 645312034
}Take these holdings further.
This page includes 10 of 10 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 10 of 10 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1832439","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"1832439","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.