ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 50,716 shares of ALPHABET CL A (GOOGL), worth $14.6M and representing 2.5% of its 13F equity book. Quarter-over-quarter share count change: 44,086 (-46.5%) . The position first appeared in Q2 2021 and has been disclosed across 20 13F-HR filings in Pactolio's tracked window.
- 50,716Shares Held (Latest Filing)
- $14.6MReported Market Value (Latest Filing)
- 2.5%Portfolio Weight (% of 13F Equity Book)
- 44,086Quarter-over-Quarter Share Change
- -$15.1MQuarter-over-Quarter Value Change
- 893,191Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 20 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 50,716 | 44,086 | -46.5% | $14.6M | 2.5% | $287.6 |
| Q4 2025 | 94,802 | +34,899 | +58.3% | $29.7M | 2.4% | $313.0 |
| Q3 2025 | 59,903 | +59,903 | — | $14.6M | 2.1% | $243.1 |
| Q2 2025 | 0 | 263,446 | -100.0% | $0 | 0.0% | — |
| Q1 2025 | 263,446 | 4,349 | -1.6% | $40.7M | 8.6% | $154.6 |
| Q4 2024 | 267,795 | +267,795 | — | $50.7M | 11.0% | $189.3 |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 893,191 | -100.0% | $0 | 0.0% | — |
| Q4 2022 | 893,191 | +365,629 | +69.3% | $78.8M | 13.7% | $88.2 |
| Q3 2022 | 527,562 | +498,830 | +1736.1% | $50.5M | 7.6% | $95.6 |
| Q2 2022 | 28,732 | 8,520 | -22.9% | $62.6M | 9.5% | $2179.2 |
| Q1 2022 | 37,252 | 7,398 | -16.6% | $103.6M | 18.0% | $2781.4 |
| Q4 2021 | 44,650 | +4,800 | +12.0% | $129.4M | 15.1% | $2897.0 |
| Q3 2021 | 39,850 | +11,500 | +40.6% | $106.5M | 13.2% | $2673.5 |
| Q2 2021 | 28,350 | — | — | $69.2M | 9.1% | $2441.8 |
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 GOOGL position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 20 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 GOOGL?
Between Q4 2025 and Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reduced its GOOGL position by 44,086 shares (-46.5%), leaving 50,716 shares at a market value of $14.6M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in GOOGL?
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.