13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001013594-23-000172
Total Value
$200.2M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 89,263 | $75.5M | 37.72% |
| 2 | NU HLDGS LTD | NU | 12,102,174 | $49.3M | 24.60% |
| 3 | XP INC | XP | 1,635,868 | $25.1M | 12.53% |
| 4 | NIKE INC | NKE | 43,191 | $5.1M | 2.52% |
| 5 | LAUDER ESTEE COS INC | 518439104 | 16,503 | $4.1M | 2.04% |
| 6 | MICROSOFT CORP | MSFT | 16,694 | $4.0M | 2.00% |
| 7 | MELI KASZEK PIONEER CORP | G5S74L106 | 375,296 | $3.7M | 1.87% |
| 8 | OREILLY AUTOMOTIVE INC | 67103H107 | 4,411 | $3.7M | 1.86% |
| 9 | VISA INC | V | 17,553 | $3.6M | 1.82% |
| 10 | MASTERCARD INCORPORATED | MA | 9,019 | $3.1M | 1.57% |
| 11 | DOLLAR GEN CORP NEW | 256677105 | 12,728 | $3.1M | 1.57% |
| 12 | AMAZON COM INC | AMZN | 35,239 | $3.0M | 1.48% |
| 13 | SERVICENOW INC | NOW | 6,825 | $2.6M | 1.32% |
| 14 | DOMINOS PIZZA INC | DPZ | 7,173 | $2.5M | 1.24% |
| 15 | BOOKING HOLDINGS INC | BKNG | 1,185 | $2.4M | 1.19% |
| 16 | MCDONALDS CORP | MCD | 8,665 | $2.3M | 1.14% |
| 17 | NETFLIX INC | NFLX | 7,555 | $2.2M | 1.11% |
| 18 | DOLLAR TREE INC | DLTR | 8,655 | $1.2M | 0.61% |
| 19 | HILTON WORLDWIDE HLDGS INC | HLT | 9,584 | $1.2M | 0.60% |
| 20 | TRACTOR SUPPLY CO | TSCO | 4,165 | $937,000 | 0.47% |
| 21 | ALPHABET INC | GOOG | 7,194 | $634,727 | 0.32% |
| 22 | SNOWFLAKE INC | SNOW | 2,856 | $409,950 | 0.20% |
| 23 | NU HLDGS LTD | NU | 66,000 | $268,620 | 0.13% |
| 24 | MERCADOLIBRE INC | MELI | 115 | $97,318 | 0.05% |
| 25 | BILL COM HLDGS INC | BILL | 312 | $33,996 | 0.02% |