13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001013594-25-000662
Total Value
$132.8M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 13,059 | $25.5M | 19.18% |
| 2 | NU HLDGS LTD | NU | 1,787,500 | $18.3M | 13.78% |
| 3 | XP INC | XP | 811,519 | $11.2M | 8.40% |
| 4 | NU HLDGS LTD | NU | 955,280 | $9.8M | 7.36% |
| 5 | AMAZON COM INC | AMZN | 41,727 | $7.9M | 5.98% |
| 6 | STONECO LTD | STNE | 746,580 | $7.8M | 5.89% |
| 7 | FERRARI N V | RACE | 10,668 | $4.6M | 3.44% |
| 8 | MICROSOFT CORP | MSFT | 11,776 | $4.4M | 3.33% |
| 9 | SPDR S&P 500 ETF TR | SPY | 7,600 | $4.3M | 3.20% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 22,975 | $3.8M | 2.87% |
| 11 | SHERWIN WILLIAMS CO | SHW | 8,960 | $3.1M | 2.36% |
| 12 | STARBUCKS CORP | SBUX | 29,947 | $2.9M | 2.21% |
| 13 | ALPHABET INC | GOOG | 18,960 | $2.9M | 2.21% |
| 14 | VISA INC | V | 7,575 | $2.7M | 2.00% |
| 15 | SEA LTD | SE | 19,991 | $2.6M | 1.96% |
| 16 | NETFLIX INC | NFLX | 2,323 | $2.2M | 1.63% |
| 17 | META PLATFORMS INC | META | 3,699 | $2.1M | 1.60% |
| 18 | ORACLE CORP | ORCL-PD | 15,089 | $2.1M | 1.59% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,458 | $2.1M | 1.57% |
| 20 | LULULEMON ATHLETICA INC | LULU | 7,083 | $2.0M | 1.51% |
| 21 | MASTERCARD INCORPORATED | MA | 3,640 | $2.0M | 1.50% |
| 22 | S&P GLOBAL INC | SPGI | 2,975 | $1.5M | 1.14% |
| 23 | NVIDIA CORPORATION | NVDA | 13,869 | $1.5M | 1.13% |
| 24 | DOMINOS PIZZA INC | DPZ | 2,642 | $1.2M | 0.91% |
| 25 | CHIPOTLE MEXICAN GRILL INC | CMG | 23,507 | $1.2M | 0.89% |
| 26 | SERVICENOW INC | NOW | 1,359 | $1.1M | 0.81% |
| 27 | RH | RH | 4,214 | $987,804 | 0.74% |
| 28 | HOME DEPOT INC | HD | 2,436 | $892,770 | 0.67% |
| 29 | LOWES COS INC | 548661107 | 579 | $135,040 | 0.10% |
| 30 | FAIR ISAAC CORP | FICO | 22 | $40,572 | 0.03% |
| 31 | INVESCO QQQ TR | IVZ | 16 | $7,503 | 0.01% |