ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: NU HOLDINGS LTD (NU): Quarterly 13F Position History
As of Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 18,019,613 shares of NU HOLDINGS LTD (NU), worth $258.9M and representing 44.7% of its 13F equity book. Quarter-over-quarter share count change: 11,794,197 (-39.6%) . The position first appeared in Q2 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.
- 18,019,613Shares Held (Latest Filing)
- $258.9MReported Market Value (Latest Filing)
- 44.7%Portfolio Weight (% of 13F Equity Book)
- 11,794,197Quarter-over-Quarter Share Change
- -$240.1MQuarter-over-Quarter Value Change
- 32,285,009Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 18,019,613 | 11,794,197 | -39.6% | $258.9M | 44.7% | $14.4 |
| Q4 2025 | 29,813,810 | +15,552,726 | +109.1% | $499.1M | 40.3% | $16.7 |
| Q3 2025 | 14,261,084 | +1,791,099 | +14.4% | $228.3M | 32.3% | $16.0 |
| Q2 2025 | 12,469,985 | +9,165,363 | +277.3% | $171.1M | 26.5% | $13.7 |
| Q1 2025 | 3,304,622 | 1,301,661 | -28.3% | $33.8M | 7.1% | $10.2 |
| Q4 2024 | 4,606,283 | 7,260,453 | -61.2% | $47.7M | 10.3% | $10.4 |
| Q3 2024 | 11,866,736 | 8,082,130 | -40.5% | $162.0M | 23.1% | $13.7 |
| Q2 2024 | 19,948,866 | 7,485,976 | -27.3% | $257.1M | 36.0% | $12.9 |
| Q1 2024 | 27,434,842 | 4,158,531 | -13.2% | $327.3M | 39.9% | $11.9 |
| Q4 2023 | 31,593,373 | 691,636 | -2.1% | $263.2M | 30.2% | $8.3 |
| Q3 2023 | 32,285,009 | +16,563,970 | +105.4% | $234.1M | 29.4% | $7.3 |
| Q2 2023 | 15,721,039 | 554,188 | -3.4% | $124.0M | 19.9% | $7.9 |
| Q1 2023 | 16,275,227 | 13,108,694 | -44.6% | $77.5M | 22.5% | $4.8 |
| Q4 2022 | 29,383,921 | +11,576,345 | +65.0% | $119.6M | 20.8% | $4.1 |
| Q3 2022 | 17,807,576 | +17,150,764 | +2611.2% | $78.4M | 11.8% | $4.4 |
| Q2 2022 | 656,812 | — | — | $2.5M | 0.4% | $3.7 |
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 NU position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported NU HOLDINGS LTD (NU) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 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 NU?
Between Q4 2025 and Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reduced its NU position by 11,794,197 shares (-39.6%), leaving 18,019,613 shares at a market value of $258.9M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in NU?
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.