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Hedge Funds Similar to ATMOS GESTAO DE RECURSOS LTDA.

13F Portfolio OverlapQ2 2026ATMOS GESTAO DE RECURSOS LTDA. portfolio →
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Most similar hedge funds by 13F overlap

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. is an institutional investor managing $832M across 17 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ATMOS GESTAO DE RECURSOS LTDA. are SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA., Sharp Gestora de Recursos Ltda., Ribbit Company, with shared positions in $NU, $MELI, $INTR, $DLO, $XP, $BKNG. The full ranking of 23 similar funds is below.

#1SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.Active
Highly similar · 3 shared positions
$NU$MELI$INTR
$815M
6 positions
#2Sharp Capital Gestora de Recursos Ltda.Active
Highly similar · 3 shared positions
$NU$MELI$INTR
$144M
6 positions
#3Ribbit Management Company, LLCSmart money
Substantial overlap · 3 shared positions
$NU$MELI$DLO
$2.1B
15 positions
#4Navi International - Administradora e Gestora de Recursos Financeiros Ltda.Active
Substantial overlap · 3 shared positions
$MELI$XP$INTR
$148M
12 positions
#5Coronation Fund Managers Ltd.Active
Substantial overlap · 3 shared positions
$NU$MELI$BKNG
$2.6B
48 positions
#6TB Capital Gestao de Recursos Ltda.Active
Substantial overlap · 5 shared positions
$NU$DLO$MELI$ABNB$BKNG
$183M
19 positions
#7VPR Management LLCActive
Notable overlap · 4 shared positions
$MELI$NU$DLO$XP
$249M
66 positions
#8Absolute Gestao de Investimentos Ltda.Active
Notable overlap · 4 shared positions
$MELI$NU$DLO$XP
$994M
41 positions
#9SPX Gestao de Recursos LtdaActive
Notable overlap · 3 shared positions
$XP$INTR$BKNG
$898M
79 positions
#10Investidor Profissional Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$MELI$NU$BKNG
$172M
23 positions
#11MayTech Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$MELI$NU$BKNG
$900M
22 positions
#12Itau Unibanco Holding S.A.Passive
Some overlap · 3 shared positions
$NU$MELI$XP
$5.3B
400 positions
#13MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 3 shared positions
$NU$MELI$BKNG
$7.8B
865 positions
#14Ninety One North America, Inc.Active
Some overlap · 3 shared positions
$BKNG$NU$XP
$2.1B
106 positions
#15INVESTMENT HOUSE LLCPassive
Some overlap · 3 shared positions
$MELI$NU$BKNG
$2.2B
220 positions
#16SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MELI$NU$BKNG
$255M
144 positions
#17X-Square Capital, LLCPassive
Some overlap · 3 shared positions
$NU$MELI$BKNG
$394M
176 positions
#18Sava Infond d.o.o.Passive
Some overlap · 3 shared positions
$MELI$BKNG$NU
$1.4B
242 positions
#19SOFTBANK GROUP CORP.Smart money
Some overlap · 3 shared positions
$INTR$NU$VTEX
$18.2B
30 positions
#20Ahara Advisors LLCActive
Some overlap · 3 shared positions
$ABNB$BKNG$MELI
$152M
56 positions
#21COMGEST GLOBAL INVESTORS S.A.S.Active
Slight overlap · 3 shared positions
$MELI$NU$BKNG
$4.5B
55 positions
#22POLEN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ABNB$MELI$NU
$11.6B
219 positions
#23Axxion S.A.Passive
Slight overlap · 3 shared positions
$MELI$BKNG$NU
$1.4B
529 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.