ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 228,151 shares of AMAZON.COM (AMZN), worth $47.5M and representing 8.2% of its 13F equity book. Quarter-over-quarter share count change: + 126,223 (+123.8%) . The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 228,151Shares Held (Latest Filing)
- $47.5MReported Market Value (Latest Filing)
- 8.2%Portfolio Weight (% of 13F Equity Book)
- +126,223Quarter-over-Quarter Share Change
- +$24.0MQuarter-over-Quarter Value Change
- 829,875Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 228,151 | +126,223 | +123.8% | $47.5M | 8.2% | $208.3 |
| Q4 2025 | 101,928 | +36,624 | +56.1% | $23.5M | 1.9% | $230.8 |
| Q3 2025 | 65,304 | +65,304 | — | $14.3M | 2.0% | $219.6 |
| Q2 2025 | 0 | 83,811 | -100.0% | $0 | 0.0% | — |
| Q1 2025 | 83,811 | 120,862 | -59.1% | $15.9M | 3.4% | $190.3 |
| Q4 2024 | 204,673 | 294,547 | -59.0% | $44.9M | 9.7% | $219.4 |
| Q3 2024 | 499,220 | +103,164 | +26.0% | $93.0M | 13.3% | $186.3 |
| Q2 2024 | 396,056 | 103,541 | -20.7% | $76.5M | 10.7% | $193.3 |
| Q1 2024 | 499,597 | 11,928 | -2.3% | $90.1M | 11.0% | $180.4 |
| Q4 2023 | 511,525 | 8,956 | -1.7% | $77.7M | 8.9% | $151.9 |
| Q3 2023 | 520,481 | +39,239 | +8.2% | $66.2M | 8.3% | $127.1 |
| Q2 2023 | 481,242 | 46,027 | -8.7% | $62.7M | 10.0% | $130.4 |
| Q1 2023 | 527,269 | 302,606 | -36.5% | $54.5M | 15.8% | $103.3 |
| Q4 2022 | 829,875 | +19,967 | +2.5% | $69.7M | 12.1% | $84.0 |
| Q3 2022 | 809,908 | +166,256 | +25.8% | $91.5M | 13.8% | $113.0 |
| Q2 2022 | 643,652 | +611,652 | +1911.4% | $68.4M | 10.4% | $106.2 |
| Q1 2022 | 32,000 | 5,591 | -14.9% | $104.3M | 18.1% | $3259.9 |
| Q4 2021 | 37,591 | +3,091 | +9.0% | $125.3M | 14.6% | $3334.3 |
| Q3 2021 | 34,500 | +19,100 | +124.0% | $113.3M | 14.1% | $3285.0 |
| Q2 2021 | 15,400 | +8,400 | +120.0% | $53.0M | 6.9% | $3440.1 |
| Q1 2021 | 7,000 | — | — | $21.7M | 4.7% | $3094.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first disclose a AMZN position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added 126,223 shares of AMZN (+123.8%), bringing the total reported position to 228,151 shares at a market value of $47.5M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in AMZN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.