Long-term investor
Atmos Capital Gestao De Recursos Ltda. @atmoscapitalgestaoderecu
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001832439).
Record
- Tracked since 2025-06-30 (445 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -5.7% · all -5.7%
- Max drawdown n/a · win rate 80% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NU · 38.0% · long · since 2025-06-30
- MELI · 15.1% · long · since 2025-06-30
- XP · 8.4% · long · since 2025-06-30
- DLO · 6.2% · long · since 2025-12-31
- INTR · 4.9% · long · since 2026-06-30
- META · 3.9% · long · since 2025-09-30
- GOOGL · 3.8% · long · since 2025-09-30
- MSFT · 3.8% · long · since 2025-09-30
- AMZN · 3.5% · long · since 2025-09-30
- TSM · 3.4% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-09-30
- AAPL · 1.8% · long · since 2025-09-30