ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: MICROSOFT (MSFT): Quarterly 13F Position History
As of Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 120,556 shares of MICROSOFT (MSFT), worth $44.6M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 75,056 (+165.0%) . The position first appeared in Q3 2020 and has been disclosed across 23 13F-HR filings in Pactolio's tracked window.
- 120,556Shares Held (Latest Filing)
- $44.6MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +75,056Quarter-over-Quarter Share Change
- +$22.6MQuarter-over-Quarter Value Change
- 378,543Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 23 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 120,556 | +75,056 | +165.0% | $44.6M | 7.7% | $370.2 |
| Q4 2025 | 45,500 | +16,265 | +55.6% | $22.0M | 1.8% | $483.6 |
| Q3 2025 | 29,235 | +29,235 | — | $15.1M | 2.1% | $518.0 |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| 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 | 344,885 | -100.0% | $0 | 0.0% | — |
| Q4 2022 | 344,885 | 33,658 | -8.9% | $82.7M | 14.4% | $239.8 |
| Q3 2022 | 378,543 | +113,191 | +42.7% | $88.2M | 13.3% | $232.9 |
| Q2 2022 | 265,352 | +82,401 | +45.0% | $68.2M | 10.4% | $256.8 |
| Q1 2022 | 182,951 | +53,899 | +41.8% | $56.4M | 9.8% | $308.3 |
| Q4 2021 | 129,052 | 14,948 | -10.4% | $43.4M | 5.1% | $336.3 |
| Q3 2021 | 144,000 | 72,300 | -33.4% | $40.6M | 5.0% | $281.9 |
| Q2 2021 | 216,300 | 1,700 | -0.8% | $58.6M | 7.7% | $270.9 |
| Q1 2021 | 218,000 | +34,800 | +19.0% | $51.4M | 11.1% | $235.8 |
| Q4 2020 | 183,200 | +11,100 | +6.4% | $40.7M | 6.7% | $222.4 |
| Q3 2020 | 172,100 | — | — | $36.2M | 8.9% | $210.3 |
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 MSFT position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported MICROSOFT (MSFT) on its 13F-HR filing for the period ending 2020-09-30 (Q3 2020). The position has appeared on 23 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 MSFT?
Between Q4 2025 and Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added 75,056 shares of MSFT (+165.0%), bringing the total reported position to 120,556 shares at a market value of $44.6M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in MSFT?
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.