13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001013594-23-000480
Total Value
$254.1M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 71,995 | $94.9M | 37.34% |
| 2 | NU HLDGS LTD | NU | 12,558,663 | $59.8M | 23.52% |
| 3 | NU HLDGS LTD | NU | 6,600,000 | $31.4M | 12.36% |
| 4 | XP INC | XP | 1,878,743 | $22.3M | 8.78% |
| 5 | NIKE INC | NKE | 39,010 | $4.8M | 1.88% |
| 6 | AMAZON COM INC | AMZN | 40,724 | $4.2M | 1.66% |
| 7 | MICROSOFT CORP | MSFT | 13,309 | $3.8M | 1.51% |
| 8 | VISA INC | V | 16,864 | $3.8M | 1.50% |
| 9 | MELI KASZEK PIONEER CORP | G5S74L106 | 355,000 | $3.6M | 1.42% |
| 10 | MASTERCARD INCORPORATED | MA | 8,590 | $3.1M | 1.23% |
| 11 | LAUDER ESTEE COS INC | 518439104 | 11,672 | $2.9M | 1.13% |
| 12 | MCDONALDS CORP | MCD | 10,062 | $2.8M | 1.11% |
| 13 | META PLATFORMS INC | META | 12,742 | $2.7M | 1.06% |
| 14 | NETFLIX INC | NFLX | 7,271 | $2.5M | 0.99% |
| 15 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,555 | $2.2M | 0.85% |
| 16 | SERVICENOW INC | NOW | 4,358 | $2.0M | 0.80% |
| 17 | BOOKING HOLDINGS INC | BKNG | 482 | $1.3M | 0.50% |
| 18 | ALPHABET INC | GOOG | 9,601 | $995,912 | 0.39% |
| 19 | S&P GLOBAL INC | SPGI | 2,859 | $985,697 | 0.39% |
| 20 | TRACTOR SUPPLY CO | TSCO | 4,118 | $967,895 | 0.38% |
| 21 | DOLLAR TREE INC | DLTR | 6,606 | $948,291 | 0.37% |
| 22 | HILTON WORLDWIDE HLDGS INC | HLT | 6,689 | $942,279 | 0.37% |
| 23 | DOLLAR GEN CORP NEW | 256677105 | 2,582 | $543,408 | 0.21% |
| 24 | DOMINOS PIZZA INC | DPZ | 1,345 | $443,675 | 0.17% |
| 25 | SNOWFLAKE INC | SNOW | 1,084 | $167,250 | 0.07% |