13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001013594-24-000653
Total Value
$162.7M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 32,346 | $54.0M | 33.19% |
| 2 | NU HLDGS LTD | NU | 3,739,606 | $45.4M | 27.89% |
| 3 | XP INC | XP | 850,903 | $14.6M | 8.95% |
| 4 | AMAZON COM INC | AMZN | 39,835 | $7.4M | 4.58% |
| 5 | VTEX | VTEX | 1,051,422 | $6.8M | 4.19% |
| 6 | ALPHABET INC | GOOG | 27,624 | $4.7M | 2.91% |
| 7 | MICROSOFT CORP | MSFT | 10,120 | $4.2M | 2.60% |
| 8 | S&P GLOBAL INC | SPGI | 6,249 | $3.0M | 1.86% |
| 9 | SHERWIN WILLIAMS CO | SHW | 8,023 | $2.8M | 1.73% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 15,255 | $2.5M | 1.55% |
| 11 | MASTERCARD INCORPORATED | MA | 4,490 | $2.1M | 1.28% |
| 12 | NETFLIX INC | NFLX | 3,134 | $2.0M | 1.21% |
| 13 | SERVICENOW INC | NOW | 2,056 | $1.7M | 1.03% |
| 14 | DOMINOS PIZZA INC | DPZ | 3,885 | $1.7M | 1.02% |
| 15 | VISA INC | V | 6,144 | $1.6M | 1.00% |
| 16 | HOME DEPOT INC | HD | 4,258 | $1.6M | 0.96% |
| 17 | LOWES COS INC | 548661107 | 5,989 | $1.5M | 0.90% |
| 18 | SALESFORCE INC | CRM | 5,560 | $1.4M | 0.88% |
| 19 | BUILDERS FIRSTSOURCE INC | BLDR | 7,817 | $1.3M | 0.80% |
| 20 | NVIDIA CORPORATION | NVDA | 10,988 | $1.3M | 0.79% |
| 21 | FAIR ISAAC CORP | FICO | 412 | $659,200 | 0.41% |
| 22 | META PLATFORMS INC | META | 645 | $306,265 | 0.19% |
| 23 | OREILLY AUTOMOTIVE INC | 67103H107 | 74 | $83,349 | 0.05% |
| 24 | EBAY INC. | EBAY | 89 | $4,949 | 0.00% |