13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001013594-24-000475
Total Value
$213.3M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 6,545,646 | $78.1M | 36.61% |
| 2 | MERCADOLIBRE INC | MELI | 44,826 | $67.8M | 31.77% |
| 3 | XP INC | XP | 415,311 | $10.7M | 5.00% |
| 4 | VTEX | VTEX | 1,277,080 | $10.4M | 4.89% |
| 5 | AMAZON COM INC | AMZN | 48,286 | $8.7M | 4.08% |
| 6 | MICROSOFT CORP | MSFT | 11,966 | $5.0M | 2.36% |
| 7 | META PLATFORMS INC | META | 7,571 | $3.7M | 1.72% |
| 8 | SALESFORCE INC | CRM | 11,169 | $3.4M | 1.58% |
| 9 | ALPHABET INC | GOOG | 22,112 | $3.3M | 1.56% |
| 10 | S&P GLOBAL INC | SPGI | 6,170 | $2.6M | 1.23% |
| 11 | MASTERCARD INCORPORATED | MA | 4,628 | $2.2M | 1.04% |
| 12 | VISA INC | V | 7,456 | $2.1M | 0.98% |
| 13 | FAIR ISAAC CORP | FICO | 1,527 | $1.9M | 0.89% |
| 14 | SERVICENOW INC | NOW | 2,435 | $1.9M | 0.87% |
| 15 | LOWES COS INC | 548661107 | 7,185 | $1.8M | 0.86% |
| 16 | NVIDIA CORPORATION | NVDA | 1,955 | $1.8M | 0.83% |
| 17 | BUILDERS FIRSTSOURCE INC | BLDR | 8,270 | $1.7M | 0.81% |
| 18 | DOMINOS PIZZA INC | DPZ | 3,332 | $1.7M | 0.78% |
| 19 | NETFLIX INC | NFLX | 2,680 | $1.6M | 0.76% |
| 20 | HOME DEPOT INC | HD | 4,191 | $1.6M | 0.75% |
| 21 | LAUDER ESTEE COS INC | 518439104 | 7,843 | $1.2M | 0.57% |
| 22 | OREILLY AUTOMOTIVE INC | 67103H107 | 89 | $100,470 | 0.05% |