ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: NVIDIA CORPORATION COM (NVDA): Quarterly 13F Position History
As of Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 85,277 shares of NVIDIA CORPORATION COM (NVDA), worth $14.9M and representing 2.6% of its 13F equity book. Quarter-over-quarter share count change: 47,149 (-35.6%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 85,277Shares Held (Latest Filing)
- $14.9MReported Market Value (Latest Filing)
- 2.6%Portfolio Weight (% of 13F Equity Book)
- 47,149Quarter-over-Quarter Share Change
- -$9.8MQuarter-over-Quarter Value Change
- 132,426Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 85,277 | 47,149 | -35.6% | $14.9M | 2.6% | $174.4 |
| Q4 2025 | 132,426 | +47,861 | +56.6% | $24.7M | 2.0% | $186.5 |
| Q3 2025 | 84,565 | — | — | $15.8M | 2.2% | $186.6 |
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 NVDA position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported NVIDIA CORPORATION COM (NVDA) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 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 NVDA?
Between Q4 2025 and Q1 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reduced its NVDA position by 47,149 shares (-35.6%), leaving 85,277 shares at a market value of $14.9M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in NVDA?
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.