13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001013594-25-001025
Total Value
$164.0M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 2,656,514 | $36.4M | 22.22% |
| 2 | NU HLDGS LTD | NU | 1,529,000 | $21.0M | 12.79% |
| 3 | MERCADOLIBRE INC | MELI | 7,877 | $20.6M | 12.55% |
| 4 | XP INC | XP | 762,871 | $15.4M | 9.39% |
| 5 | AMAZON COM INC | AMZN | 41,896 | $9.2M | 5.60% |
| 6 | MICROSOFT CORP | MSFT | 13,213 | $6.6M | 4.01% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,826 | $6.3M | 3.84% |
| 8 | SEA LTD | SE | 32,619 | $5.2M | 3.18% |
| 9 | META PLATFORMS INC | META | 6,050 | $4.5M | 2.72% |
| 10 | FERRARI N V | RACE | 7,941 | $3.9M | 2.38% |
| 11 | ORACLE CORP | ORCL-PD | 17,813 | $3.9M | 2.37% |
| 12 | NETFLIX INC | NFLX | 2,485 | $3.3M | 2.03% |
| 13 | VISA INC | V | 9,339 | $3.3M | 2.02% |
| 14 | OREILLY AUTOMOTIVE INC | 67103H107 | 34,862 | $3.1M | 1.92% |
| 15 | NVIDIA CORPORATION | NVDA | 18,107 | $2.9M | 1.74% |
| 16 | SHERWIN WILLIAMS CO | SHW | 7,339 | $2.5M | 1.54% |
| 17 | STARBUCKS CORP | SBUX | 26,232 | $2.4M | 1.47% |
| 18 | MASTERCARD INCORPORATED | MA | 4,195 | $2.4M | 1.44% |
| 19 | LULULEMON ATHLETICA INC | LULU | 8,254 | $2.0M | 1.20% |
| 20 | DOMINOS PIZZA INC | DPZ | 4,041 | $1.8M | 1.11% |
| 21 | DOLLAR GEN CORP NEW | 256677105 | 11,887 | $1.4M | 0.83% |
| 22 | SERVICENOW INC | NOW | 1,300 | $1.3M | 0.81% |
| 23 | ON HLDG AG | H5919C104 | 25,487 | $1.3M | 0.81% |
| 24 | SPDR S&P 500 ETF TR | SPY | 2,000 | $1.2M | 0.75% |
| 25 | RH | RH | 5,679 | $1.1M | 0.65% |
| 26 | CARVANA CO | CVNA | 967 | $325,840 | 0.20% |
| 27 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,720 | $265,028 | 0.16% |
| 28 | S&P GLOBAL INC | SPGI | 417 | $219,880 | 0.13% |
| 29 | ALPHABET INC | GOOG | 842 | $148,386 | 0.09% |
| 30 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 4,905 | $67,297 | 0.04% |