Absoluto Partners Gestao de Recursos Ltda — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Absoluto Partners Gestao de Recursos Ltdaholdings as filed

Filed 2026-02-18 · accession 0001013594-26-000273

$102.1M

Reported value

Positions

2025-12-31

Period end

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The Brief · Absoluto Partners Gestao de Recursos Ltda · Q4 2025

AI · grounded in 13F

Absoluto Partners Gestao de Recursos Ltda established a new position in NU valued at $67.35M. The fund also initiated a new position in MELI totaling $34.79M. These two holdings comprise the fund's total AUM of $102.14M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
G6683N103	NU	NU HLDGS LTD	$50.8M	49.7%	3,008,189	Common	SOLE
58733R102	MELI	MERCADOLIBRE INC	$25.1M	24.6%	12,433	Common	SOLE
G6683N103	NU	NU HLDGS LTD	$16.6M	16.2%	990,000	CALL	SOLE
58733R102	MELI	MERCADOLIBRE INC	$9.7M	9.47%	4,800	CALL	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.