Absoluto Partners Gestao de Recursos Ltda

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Institutional

CIK 0001847566

$86.7M

Reported AUM

Positions

Q1 2026

Period

2026-05-15

Filed

The Brief · Absoluto Partners Gestao de Recursos Ltda · Q1 2026

AI · grounded in 13F

Absoluto Partners Gestao de Recursos Ltda established a new position in MERCADOLIBRE INC valued at $22.13M. The fund simultaneously trimmed its existing holding in MELI by 88.23%. Additionally, the fund accumulated more shares of NU, increasing the position by 6.20%.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NU	NU HLDGS LTD	$11.97	-1.24%	-1.48%	61.32%	$61.0M	70.41%	+247,737	+6.2%
2	MELI	MERCADOLIBRE INC	$1607.80	-1.65%	-35.23%	2.49%	$22.1M	25.54%	+12,800	NEW
3	MELI	MERCADOLIBRE INC	$1607.80	-1.65%	-35.23%	2.49%	$3.5M	4.05%	−15,205	−88.2%

Source: SEC EDGAR · accession 0001013594-26-000591. 13F discloses long positions only — shorts, foreign equities, and options are excluded.