13F HOLDINGS REPORT
Absoluto Partners Gestao de Recursos Ltda
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001013594-25-001421
Total Value
$182.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 3,166,186 | $50.7M | 27.76% |
| 2 | NU HLDGS LTD | NU | 1,490,000 | $23.9M | 13.06% |
| 3 | MERCADOLIBRE INC | MELI | 5,148 | $12.0M | 6.59% |
| 4 | SPDR S&P 500 ETF TR | SPY | 14,800 | $9.9M | 5.40% |
| 5 | SPDR S&P 500 ETF TR | SPY | 14,700 | $9.8M | 5.36% |
| 6 | AMAZON COM INC | AMZN | 35,635 | $7.8M | 4.28% |
| 7 | MICROSOFT CORP | MSFT | 12,800 | $6.6M | 3.63% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 22,336 | $6.2M | 3.42% |
| 9 | SEA LTD | SE | 31,061 | $5.6M | 3.04% |
| 10 | ORACLE CORP | ORCL-PD | 19,230 | $5.4M | 2.96% |
| 11 | FERRARI N V | RACE | 10,307 | $5.0M | 2.74% |
| 12 | ALPHABET INC | GOOG | 15,832 | $3.8M | 2.11% |
| 13 | SPOTIFY TECHNOLOGY S A | SPOT | 5,293 | $3.7M | 2.02% |
| 14 | OREILLY AUTOMOTIVE INC | 67103H107 | 29,118 | $3.1M | 1.72% |
| 15 | SHERWIN WILLIAMS CO | SHW | 7,699 | $2.7M | 1.46% |
| 16 | NVIDIA CORPORATION | NVDA | 13,606 | $2.5M | 1.39% |
| 17 | STARBUCKS CORP | SBUX | 28,985 | $2.5M | 1.34% |
| 18 | META PLATFORMS INC | META | 3,050 | $2.2M | 1.23% |
| 19 | RH | RH | 11,018 | $2.2M | 1.23% |
| 20 | MASTERCARD INCORPORATED | MA | 3,542 | $2.0M | 1.10% |
| 21 | ON HLDG AG | H5919C104 | 41,824 | $1.8M | 0.97% |
| 22 | FIVE BELOW INC | FIVE | 11,254 | $1.7M | 0.95% |
| 23 | VISA INC | V | 4,575 | $1.6M | 0.86% |
| 24 | NETFLIX INC | NFLX | 1,252 | $1.5M | 0.82% |
| 25 | ALIBABA GROUP HLDG LTD | BBAAY | 8,182 | $1.5M | 0.80% |
| 26 | GILDAN ACTIVEWEAR INC | GIL | 22,806 | $1.3M | 0.72% |
| 27 | CARVANA CO | CVNA | 3,491 | $1.3M | 0.72% |
| 28 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 4,887 | $1.3M | 0.69% |
| 29 | SERVICENOW INC | NOW | 977 | $899,114 | 0.49% |
| 30 | BUILDERS FIRSTSOURCE INC | BLDR | 6,541 | $793,096 | 0.43% |
| 31 | DOLLAR GEN CORP NEW | 256677105 | 5,156 | $532,873 | 0.29% |
| 32 | SPDR S&P 500 ETF TR | SPY | 700 | $466,326 | 0.26% |
| 33 | SNOWFLAKE INC | SNOW | 851 | $191,943 | 0.11% |
| 34 | DOLLAR TREE INC | DLTR | 626 | $59,076 | 0.03% |
| 35 | S&P GLOBAL INC | SPGI | 48 | $23,362 | 0.01% |