ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Leblon - Rio de Janeiro D5 · SEC CIK 0001832439
$8.32亿2026Q2 申报市值
17持仓数
87.4%前十大占比 · 第一大 38.0%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NU 加仓+$7,504.93万
MELI 加仓+$7,264.49万
INTR 新建仓+$4,074.93万
DLO 加仓+$2,493.41万
META 加仓+$2,285.77万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$2.47亿
AMZN 减仓-$2,552.14万
MSFT 减仓-$1,372.97万
XP 减仓-$487.37万
ABNB 减仓-$15.83万
2026Q2 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 | $76.50万 | 0.09% | 191,255 | -1,918 | -1.0% | -$7,672 | 减仓 |
| NFLX | NETFLIX INC. | $908.39万 | 1.09% | 127,225 | -1,101 | -0.9% | -$7.86万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,302.95万 | 1.57% | 73,101 | -1,387,524 | -95.0% | -$2.47亿 | 减仓 |
| ABNB | AIRBNB INC | $1,423.16万 | 1.71% | 99,452 | -1,106 | -1.1% | -$15.83万 | 减仓 |
| AAPL | APPLE INC | $1,531.35万 | 1.84% | 52,922 | -520 | -1.0% | -$15.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,387.09万 | 2.87% | 119,301 | 34,024 | 39.9% | $680.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,828.41万 | 3.40% | 59,225 | 16,964 | 40.1% | $810.15万 | 加仓 |
| AMZN | AMAZON COM INC | $2,885.61万 | 3.47% | 121,071 | -107,080 | -46.9% | -$2,552.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,124.01万 | 3.75% | 83,749 | -36,807 | -30.5% | -$1,372.97万 | 减仓 |
| GOOGL | ALPHABET INC | $3,180.34万 | 3.82% | 88,993 | 38,277 | 75.5% | $1,367.91万 | 加仓 |
| META | META PLATFORMS INC | $3,211.60万 | 3.86% | 57,015 | 40,579 | 246.9% | $2,285.77万 | 加仓 |
| XP | XP INC | $3,386.64万 | 4.07% | 2,082,802 | -299,736 | -12.6% | -$487.37万 | 减仓 |
| XP | XP INC 看涨期权 | $3,562.89万 | 4.28% | 2,191,200 | -4,854,900 | -68.9% | -$7,894.07万 | 减仓 |
| INTR | INTER & CO INC | $4,074.93万 | 4.90% | 7,504,483 | 7,504,483 | — | $4,074.93万 | 新建仓 |
| DLO | DLOCAL LTD | $5,185.61万 | 6.23% | 3,990,466 | 1,918,747 | 92.6% | $2,493.41万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.26亿 | 15.09% | 73,971 | 42,798 | 137.3% | $7,264.49万 | 加仓 |
| NU | NU HLDGS LTD | $3.16亿 | 37.95% | 23,637,075 | 5,617,462 | 31.2% | $7,504.93万 | 加仓 |