ATLAS ONE MASTER
Ações Livre · CNPJ 11.046.170/0001-23 · benchmark IBrX
Portfolio as of June 2026
AUM
R$49.3M
In stocks
R$31.3M
Stocks
13
YTD
▲ 22.4%
12 months
▲ 36.8%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. May 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 CSMG3 | Companhia de Saneamento de Minas Gerais | 14.0% | R$4.4M | AddedR$286.3K | ▲ 6.0% | Utilities |
 AXIA3 | AXIA Energia SA | 13.5% | R$4.2M | Held | ▲ 9.0% | Utilities |
 DXCO3 | Dexco SA | 11.2% | R$3.5M | Held | ▲ 66.4% | Producer Manufacturing |
 ITUB4 | Itau Unibanco Holding SA | 11.2% | R$3.5M | AddedR$1.7M | ▲ 15.7% | Finance |
 CSAN3 | Cosan S.A. | 10.0% | R$3.1M | AddedR$429.6K | ▲ 42.4% | Utilities |
 VBBR3 | Vibra Energia SA | 9.3% | R$2.9M | AddedR$830.9K | ▲ 22.7% | Retail Trade |
 MOVI3 | Movida Participacoes SA | 7.0% | R$2.2M | Trimmed−R$1.5M | ▲ 112.6% | Finance |
 TFCO4 | Track & Field Co SA | 6.4% | R$2.0M | Held | ▼ 1.6% | Retail Trade |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 4.3% | R$1.3M | Held | ▲ 30.3% | Consumer Services |
 LWSA3 | LWSA S.A. | 4.1% | R$1.3M | Trimmed−R$127.8K | ▲ 40.3% | Technology Services |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 3.4% | R$1.1M | Held | ▲ 49.5% | Finance |
 AURA33 | Aura Minerals Inc | 2.9% | R$911.2K | New | ▲ 32.7% | BDR |
 USIM5 | Usinas Siderurgicas de Minas Gerais SA-Usiminas | 2.8% | R$878.8K | Trimmed−R$591.5K | ▼ 19.8% | Non-Energy Minerals |
Exited this month
