The Analysis of Absoluto Partners Gestao de Recursos Ltda's Holdings


Currently, Absoluto Partners Gestao de Recursos Ltda holds 31 types of securities in its portfolio with a total value $138.6M. In the most recent quarter, they have increased their positions in NU (+509.7K shares, valued at $8.2M), SPOT (+5.3K shares, valued at $3.7M), GOOGL (+15.0K shares, valued at $3.6M); decreased their positions in MELI (-2.7K shares, valued at $6.4M), META (-3.0K shares, valued at $2.2M), V (-4.8K shares, valued at $1.6M); initiated new positions in SPOT (+5.3K shares, valued at $3.7M), FIVE (+11.3K shares, valued at $1.7M), BABA (+8.2K shares, valued at $1.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NU NU HLDGS LTD3.2M shares19.19%2025-09-302025-11-14history
MELI MERCADOLIBRE INC5.1K shares-34.65%2025-09-302025-11-14history
AMZN AMAZON COM INC35.6K shares-14.94%2025-09-302025-11-14history
MSFT MICROSOFT CORP12.8K shares-3.13%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD22.3K shares-19.73%2025-09-302025-11-14history
SE SEA LTD31.1K shares-4.78%2025-09-302025-11-14history
ORCL ORACLE CORP19.2K shares7.95%2025-09-302025-11-14history
RACE FERRARI N V10.3K shares29.79%2025-09-302025-11-14history
Sponsored
GOOGL ALPHABET INC15.8K shares1780.29%2025-09-302025-11-14history
SPOT SPOTIFY TECHNOLOGY S A5.3K sharesnew addition2025-09-302025-11-14history
ORLY OREILLY AUTOMOTIVE INC29.1K shares-16.48%2025-09-302025-11-14history
SHW SHERWIN WILLIAMS CO7.7K shares4.91%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION13.6K shares-24.86%2025-09-302025-11-14history
SBUX STARBUCKS CORP29.0K shares10.49%2025-09-302025-11-14history
META META PLATFORMS INC3.0K shares-49.59%2025-09-302025-11-14history
RH RH11.0K shares94.01%2025-09-302025-11-14history
Sponsored
MA MASTERCARD INCORPORATED3.5K shares-15.57%2025-09-302025-11-14history
ONON ON HLDG AG41.8K shares64.10%2025-09-302025-11-14history
FIVE FIVE BELOW INC11.3K sharesnew addition2025-09-302025-11-14history
V VISA INC4.6K shares-51.01%2025-09-302025-11-14history
NFLX NETFLIX INC1.3K shares-49.62%2025-09-302025-11-14history
BABA ALIBABA GROUP HLDG LTD8.2K sharesnew addition2025-09-302025-11-14history
GIL GILDAN ACTIVEWEAR INC22.8K sharesnew addition2025-09-302025-11-14history
CVNA CARVANA CO3.5K shares261.01%2025-09-302025-11-14history
Sponsored
TTWO TAKE-TWO INTERACTIVE SOFTWAR4.9K shares-0.37%2025-09-302025-11-14history
NOW SERVICENOW INC977 shares-24.85%2025-09-302025-11-14history
BLDR BUILDERS FIRSTSOURCE INC6.5K sharesnew addition2025-09-302025-11-14history
DG DOLLAR GEN CORP NEW5.2K shares-56.62%2025-09-302025-11-14history
SNOW SNOWFLAKE INC851 sharesnew addition2025-09-302025-11-14history
DLTR DOLLAR TREE INC626 sharesnew addition2025-09-302025-11-14history
SPGI S&P GLOBAL INC48 shares-88.49%2025-09-302025-11-14history

Call Option Holdings
NU HLDGS LTD Call CallNU HLDGS LTD1.5M shares-2.55%2025-09-302025-11-14history

Put Option Holdings
SPDR S&P 500 ETF TR Put PutSPDR S&P 500 ETF TR30.2K shares1410.00%2025-09-302025-11-14history