Q1 2025 · 13F-HR/A
Absoluto Partners Gestao de Recursos Ltdaholdings as filed
Filed 2026-03-03 · accession 0001013594-26-000320
$132.8M
Reported value
31
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $25.5M | 19.2% | 13,059 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $18.3M | 13.8% | 1,787,500 | CALL | SOLE |
| G98239109 | XP | XP INC | $11.2M | 8.40% | 811,519 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $9.8M | 7.36% | 955,280 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $7.9M | 5.98% | 41,727 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $7.8M | 5.89% | 746,580 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $4.6M | 3.44% | 10,668 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $4.4M | 3.33% | 11,776 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $4.3M | 3.20% | 7,600 | PUT | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.8M | 2.87% | 22,975 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $3.1M | 2.36% | 8,960 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $2.9M | 2.21% | 29,947 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $2.9M | 2.21% | 18,960 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.7M | 2.00% | 7,575 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $2.6M | 1.96% | 19,991 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $2.2M | 1.63% | 2,323 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.1M | 1.60% | 3,699 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $2.1M | 1.59% | 15,089 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $2.1M | 1.57% | 1,458 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $2.0M | 1.51% | 7,083 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $2.0M | 1.50% | 3,640 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $1.5M | 1.14% | 2,975 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.5M | 1.13% | 13,869 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $1.2M | 0.91% | 2,642 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $1.2M | 0.89% | 23,507 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $1.1M | 0.81% | 1,359 | Common | SOLE |
| 74967X103 | RH | RH | $987,804 | 0.74% | 4,214 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $892,770 | 0.67% | 2,436 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $135,040 | 0.10% | 579 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $40,572 | 0.03% | 22 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $7,503 | 0.01% | 16 | Common | 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.