13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001013594-24-000959
Total Value
$163.2M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 16,452 | $33.8M | 20.68% |
| 2 | XP INC | XP | 1,739,138 | $31.2M | 19.11% |
| 3 | NU HLDGS LTD | NU | 2,151,000 | $29.4M | 17.99% |
| 4 | NU HLDGS LTD | NU | 1,087,469 | $14.8M | 9.09% |
| 5 | VTEX | VTEX | 1,068,622 | $8.0M | 4.87% |
| 6 | AMAZON COM INC | AMZN | 36,751 | $6.8M | 4.19% |
| 7 | MICROSOFT CORP | MSFT | 12,239 | $5.3M | 3.23% |
| 8 | ALPHABET INC | GOOG | 22,968 | $3.8M | 2.33% |
| 9 | SHERWIN WILLIAMS CO | SHW | 9,202 | $3.5M | 2.15% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 19,842 | $3.4M | 2.11% |
| 11 | S&P GLOBAL INC | SPGI | 5,288 | $2.7M | 1.67% |
| 12 | META PLATFORMS INC | META | 4,189 | $2.4M | 1.47% |
| 13 | SERVICENOW INC | NOW | 2,235 | $2.0M | 1.22% |
| 14 | HOME DEPOT INC | HD | 4,835 | $2.0M | 1.20% |
| 15 | NVIDIA CORPORATION | NVDA | 15,655 | $1.9M | 1.16% |
| 16 | LOWES COS INC | 548661107 | 6,788 | $1.8M | 1.13% |
| 17 | MASTERCARD INCORPORATED | MA | 3,717 | $1.8M | 1.12% |
| 18 | STARBUCKS CORP | SBUX | 18,820 | $1.8M | 1.12% |
| 19 | NETFLIX INC | NFLX | 2,372 | $1.7M | 1.03% |
| 20 | BUILDERS FIRSTSOURCE INC | BLDR | 6,863 | $1.3M | 0.82% |
| 21 | DOMINOS PIZZA INC | DPZ | 2,950 | $1.3M | 0.78% |
| 22 | VISA INC | V | 3,680 | $1.0M | 0.62% |
| 23 | SPDR SER TR | 78464A714 | 10,500 | $815,745 | 0.50% |
| 24 | SALESFORCE INC | CRM | 1,431 | $391,679 | 0.24% |
| 25 | FAIR ISAAC CORP | FICO | 78 | $151,595 | 0.09% |
| 26 | OREILLY AUTOMOTIVE INC | 67103H107 | 71 | $81,764 | 0.05% |
| 27 | BUCKLE INC | BKE | 273 | $12,004 | 0.01% |
| 28 | ZILLOW GROUP INC | Z | 17 | $1,085 | 0.00% |