13F HOLDINGS REPORT (Amended)
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001013594-24-000958
Total Value
$188.7M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 5,507,746 | $71.0M | 37.63% |
| 2 | MERCADOLIBRE INC | MELI | 30,887 | $50.8M | 26.90% |
| 3 | XP INC | XP | 869,453 | $15.3M | 8.11% |
| 4 | AMAZON COM INC | AMZN | 42,813 | $8.3M | 4.39% |
| 5 | VTEX | VTEX | 1,111,552 | $8.1M | 4.28% |
| 6 | MICROSOFT CORP | MSFT | 11,996 | $5.4M | 2.84% |
| 7 | ALPHABET INC | GOOG | 29,428 | $5.4M | 2.84% |
| 8 | S&P GLOBAL INC | SPGI | 7,950 | $3.5M | 1.88% |
| 9 | SERVICENOW INC | NOW | 3,450 | $2.7M | 1.44% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,735 | $2.4M | 1.27% |
| 11 | NETFLIX INC | NFLX | 3,222 | $2.2M | 1.15% |
| 12 | VISA INC | V | 8,182 | $2.1M | 1.14% |
| 13 | MASTERCARD INCORPORATED | MA | 4,790 | $2.1M | 1.12% |
| 14 | DOMINOS PIZZA INC | DPZ | 4,021 | $2.1M | 1.10% |
| 15 | HOME DEPOT INC | HD | 4,788 | $1.6M | 0.87% |
| 16 | FAIR ISAAC CORP | FICO | 976 | $1.5M | 0.77% |
| 17 | LOWES COS INC | 548661107 | 5,820 | $1.3M | 0.68% |
| 18 | SALESFORCE INC | CRM | 3,842 | $987,778 | 0.52% |
| 19 | BUILDERS FIRSTSOURCE INC | BLDR | 6,151 | $851,360 | 0.45% |
| 20 | META PLATFORMS INC | META | 1,175 | $592,459 | 0.31% |
| 21 | NVIDIA CORPORATION | NVDA | 2,558 | $316,015 | 0.17% |
| 22 | SEA LTD | SE | 2,451 | $175,050 | 0.09% |
| 23 | OREILLY AUTOMOTIVE INC | 67103H107 | 83 | $87,653 | 0.05% |
| 24 | E L F BEAUTY INC | ELF | 60 | $12,643 | 0.01% |