ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Leblon - Rio de Janeiro D5 · SEC CIK 0001832439
$9.50亿2026Q1 申报市值
16持仓数
93.4%前十大占比 · 第一大 27.3%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKNG 加仓+$2.37亿
AMZN 加仓+$3,690.27万
MSFT 加仓+$3,620.48万
NU 加仓+$3,166.90万
NVDA 加仓+$332.48万
2026Q1 卖出最多 按季末市值估算
MELI 减仓-$7,670.28万
XP 减仓-$6,167.29万
TSM 减仓-$130.08万
VTEX 减仓-$11.74万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTEX | VTEX | $77.27万 | 0.08% | 193,173 | -29,341 | -13.2% | -$11.74万 | 减仓 |
| META | META PLATFORMS INC | $940.35万 | 0.99% | 16,436 | 1,100 | 7.2% | $62.93万 | 加仓 |
| NFLX | NETFLIX INC. | $1,233.85万 | 1.30% | 128,326 | 8,437 | 7.0% | $81.12万 | 加仓 |
| ABNB | AIRBNB INC | $1,269.85万 | 1.34% | 100,558 | 6,857 | 7.3% | $86.59万 | 加仓 |
| AAPL | APPLE INC | $1,356.30万 | 1.43% | 53,442 | 3,707 | 7.5% | $94.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,428.21万 | 1.50% | 42,261 | -3,849 | -8.3% | -$130.08万 | 减仓 |
| GOOGL | ALPHABET INC | $1,458.39万 | 1.54% | 50,716 | 3,315 | 7.0% | $95.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,487.23万 | 1.57% | 85,277 | 19,064 | 28.8% | $332.48万 | 加仓 |
| DLO | DLOCAL LTD | $2,687.02万 | 2.83% | 2,071,719 | 157,721 | 8.2% | $204.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,462.62万 | 4.70% | 120,556 | 97,806 | 429.9% | $3,620.48万 | 加仓 |
| XP | XP INC | $4,536.35万 | 4.78% | 2,382,538 | -3,239,121 | -57.6% | -$6,167.29万 | 减仓 |
| AMZN | AMAZON COM INC | $4,751.70万 | 5.00% | 228,151 | 177,187 | 347.7% | $3,690.27万 | 加仓 |
| MELI | MERCADOLIBRE INC | $5,389.87万 | 5.67% | 31,173 | -44,362 | -58.7% | -$7,670.28万 | 减仓 |
| XP | XP INC 看涨期权 | $1.34亿 | 14.12% | 7,046,100 | 910,100 | 14.8% | $1,732.83万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.46亿 | 25.90% | 58,425 | 56,249 | 2,585.0% | $2.37亿 | 加仓 |
| NU | NU HLDGS LTD | $2.59亿 | 27.26% | 18,019,613 | 2,203,825 | 13.9% | $3,166.90万 | 加仓 |