13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001013594-25-000292
Total Value
$110.4M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 16,258 | $27.6M | 25.04% |
| 2 | NU HLDGS LTD | NU | 2,015,500 | $20.9M | 18.91% |
| 3 | XP INC | XP | 657,982 | $7.8M | 7.06% |
| 4 | AMAZON COM INC | AMZN | 35,354 | $7.8M | 7.03% |
| 5 | MICROSOFT CORP | MSFT | 10,126 | $4.3M | 3.87% |
| 6 | VTEX | VTEX | 674,355 | $4.0M | 3.60% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 19,808 | $3.9M | 3.54% |
| 8 | ALPHABET INC | GOOG | 18,830 | $3.6M | 3.23% |
| 9 | SHERWIN WILLIAMS CO | SHW | 8,024 | $2.7M | 2.47% |
| 10 | NETFLIX INC | NFLX | 2,491 | $2.2M | 2.01% |
| 11 | SPDR S&P 500 ETF TR | SPY | 3,700 | $2.2M | 1.96% |
| 12 | VISA INC | V | 6,718 | $2.1M | 1.92% |
| 13 | META PLATFORMS INC | META | 3,577 | $2.1M | 1.90% |
| 14 | S&P GLOBAL INC | SPGI | 4,140 | $2.1M | 1.87% |
| 15 | NVIDIA CORPORATION | NVDA | 14,751 | $2.0M | 1.79% |
| 16 | STARBUCKS CORP | SBUX | 21,038 | $1.9M | 1.74% |
| 17 | SERVICENOW INC | NOW | 1,714 | $1.8M | 1.65% |
| 18 | MASTERCARD INCORPORATED | MA | 3,407 | $1.8M | 1.62% |
| 19 | FERRARI N V | RACE | 4,014 | $1.7M | 1.54% |
| 20 | ORACLE CORP | ORCL-PD | 8,998 | $1.5M | 1.36% |
| 21 | LULULEMON ATHLETICA INC | LULU | 3,618 | $1.4M | 1.25% |
| 22 | SEA LTD | SE | 11,866 | $1.3M | 1.14% |
| 23 | RH | RH | 2,908 | $1.1M | 1.04% |
| 24 | SALESFORCE INC | CRM | 2,886 | $964,876 | 0.87% |
| 25 | DOMINOS PIZZA INC | DPZ | 2,058 | $863,866 | 0.78% |
| 26 | HOME DEPOT INC | HD | 1,620 | $630,164 | 0.57% |
| 27 | OREILLY AUTOMOTIVE INC | 67103H107 | 175 | $207,515 | 0.19% |
| 28 | FAIR ISAAC CORP | FICO | 22 | $43,800 | 0.04% |
| 29 | LOWES COS INC | 548661107 | 2 | $494 | 0.00% |