13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001013594-23-000918
Total Value
$267.0M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 58,859 | $74.6M | 27.95% |
| 2 | NU HLDGS LTD | NU | 9,779,067 | $70.9M | 26.55% |
| 3 | NU HLDGS LTD | NU | 6,570,000 | $47.6M | 17.84% |
| 4 | XP INC | XP | 1,443,575 | $33.3M | 12.46% |
| 5 | AMAZON COM INC | AMZN | 53,689 | $6.8M | 2.56% |
| 6 | MICROSOFT CORP | MSFT | 17,640 | $5.6M | 2.09% |
| 7 | ALPHABET INC | GOOG | 28,385 | $3.7M | 1.39% |
| 8 | META PLATFORMS INC | META | 11,587 | $3.5M | 1.30% |
| 9 | MASTERCARD INCORPORATED | MA | 7,655 | $3.0M | 1.14% |
| 10 | DOMINOS PIZZA INC | DPZ | 6,679 | $2.5M | 0.95% |
| 11 | VISA INC | V | 9,008 | $2.1M | 0.78% |
| 12 | LULULEMON ATHLETICA INC | LULU | 5,182 | $2.0M | 0.75% |
| 13 | S&P GLOBAL INC | SPGI | 4,772 | $1.7M | 0.65% |
| 14 | SALESFORCE INC | CRM | 8,177 | $1.7M | 0.62% |
| 15 | MCDONALDS CORP | MCD | 5,661 | $1.5M | 0.56% |
| 16 | SERVICENOW INC | NOW | 2,470 | $1.4M | 0.52% |
| 17 | NETFLIX INC | NFLX | 3,153 | $1.2M | 0.45% |
| 18 | LAUDER ESTEE COS INC | 518439104 | 6,726 | $972,243 | 0.36% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,006 | $914,313 | 0.34% |
| 20 | NIKE INC | NKE | 9,526 | $910,876 | 0.34% |
| 21 | NVIDIA CORPORATION | NVDA | 1,363 | $592,891 | 0.22% |
| 22 | ATLASSIAN CORPORATION | TEAM | 2,108 | $424,783 | 0.16% |
| 23 | DATADOG INC | DDOG | 925 | $84,258 | 0.03% |