Managers / Q4 2022 · view latest →
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
CIK 0001832439 · AV. BORGES DE MEDEIROS 633, SALA 602, LEBLON - RIO DE JANEIRO, D5, 22430-041 · 011 55 21 3202 9550
Reported Value
$575.5B
Q4 2022
Positions
20
Filings on Record
27
2019–present window
Filed
Feb 14, 2023
original filing
Summary
Atmos Capital Gestao De Recursos Ltda. reported $575.5B in U.S.-listed holdings across 20 positions for Q4 2022.
The portfolio is heavily concentrated: Nu alone accounts for 20.8% of reported value.
Compared with Q3 2022, the fund opened 1 new position and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 73.3% · $421.7B
- Other · 24.7% · $142.1B
- ETP · 2.0% · $11.7B
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $714M | 16 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $760M | 16 | Feb 20, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $745M | 17 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $645M | 10 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $476M | 12 | May 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $461M | 12 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $701M | 13 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $714M | 14 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $820M | 13 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $871M | 15 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $796M | 14 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $625M | 12 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $345M | 13 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $575.5B | 20 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $665M | 25 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $658M | 24 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $576M | 28 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $858M | 25 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $804M | 26 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $764M | 19 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $463M | 16 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $607M | 14 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $124M | 8 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.