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ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Historic Quarter Change: USA Stocks, Sold Out

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. opened 15 positions, added to 40, reduced 48 and sold out of 9.

  • Q4 2025: Stock STNE; Country of operation —; Class COM CL A; Shares before 8,938,117.
  • Q3 2025: Stock WALDW; Country of operation —; Class W EXP 07/27/2027; Shares before 82,102.
  • Q2 2025: Stock META; Country of operation United States; Class CL A; Shares before 76,112.
  • Q2 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 263,446.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1832439), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025STNE
STONECO LTD
COM CL A8,938,1170-8,938,117$169,019,792$0-$169,019,7922026-02-20
Q3 2025WALDW
WALDENCAST PLC
W EXP 07/27/202782,1020-82,102$6,671$0-$6,6712025-11-14
Q2 2025META
META PLATFORMS INC
United StatesCL A76,1120-76,112$43,867,912$0-$43,867,9122025-08-14
Q2 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A263,4460-263,446$40,739,289$0-$40,739,2892025-08-14
Q2 2025AMZN
AMAZON COM INC
United StatesCOM83,8110-83,811$15,945,881$0-$15,945,8812025-08-14
Q2 2025WALDW
WALDENCAST PLC
*W EXP 07/27/20282,1020-82,102$10,755$0-$10,7552025-08-14
Q4 2024DLO
DLOCAL LTD
CLASS A COM1,493,8060-1,493,806$11,950,448$0-$11,950,4482025-02-14
Q3 2024INTR
INTER & CO INC
CLASS A COM2,723,4270-2,723,427$16,749,076$0-$16,749,0762024-11-14
Q1 2024XP
XP INC
CL A7,126,9970-7,126,997$185,800,812$0-$185,800,8122024-05-15

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