Absoluto Partners Gestao de Recursos Ltda 13F Holdings

CIK 0001847566 · LEBLON, RIO DE JANEIRO, RJ, D5

As of Sep 30, 2025, Absoluto Partners Gestao de Recursos Ltda reported 33 positions worth 82.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NU HOLDINGS LTDNUFinancial Services3,166,186$50.7M27.76%
NU HLDGS LTD——1,490,000$23.9M13.06%
SPDR S&P 500 ETF TR——30,200$20.1M11.02%
MERCADOLIBRE INCMELIConsumer Cyclical5,148 2.0M6.59%
AMAZON.COM INCAMZNEquity35,635$7.8M4.28%
MICROSOFT CORPMSFTTechnology12,800$6.6M3.63%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology22,336$6.2M3.42%
SEA LTDSEConsumer Cyclical31,061$5.6M3.04%
ORACLE CORPORCLTechnology19,230$5.4M2.96%
FERRARI NVRACEConsumer Cyclical10,307$5.0M2.74%
ALPHABET INCGOOGLEquity15,832$3.8M2.11%
SPOTIFY TECHNOLOGY SASPOTCommunication Services5,293$3.7M2.02%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical29,118$3.1M1.72%
SHERWIN WILLIAMS COSHWBasic Materials7,699$2.7M1.46%
NVIDIA CORPNVDATechnology13,606$2.5M1.39%
STARBUCKS CORPSBUXConsumer Cyclical28,985$2.5M1.34%
META PLATFORMS INCMETACommunication Services3,050$2.2M1.23%
RHRHConsumer Cyclical11,018$2.2M1.23%
MASTERCARD INCMAFinancial Services3,542$2.0M1.10%
ON HOLDING AGONONConsumer Cyclical41,824 .8M0.97%
FIVE BELOW INCFIVEConsumer Cyclical11,254 .7M0.95%
VISA INC-CLASS A SHARESVFinancial Services4,575 .6M0.86%
NETFLIX INCNFLXCommunication Services1,252 .5M0.82%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical8,182 .5M0.80%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical22,806 .3M0.72%