Absoluto Partners Gestao de Recursos Ltda

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Absoluto Partners Gestao de Recursos Ltda reported 2 stock positions worth $85.6 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 87.9% of the portfolio, followed by MercadoLibre (MELI, 12.1%). Compared with Q1 2026, it added to 2. The biggest buy was MercadoLibre (MELI, shares +200%).

Most Recent 13F
Q2 2026
Location
LEBLON, RIO DE JANEIRO, RJ, D5
CIK
0001847566
Portfolio Value
$85.6M (Q2 2026)
SEC Filing
0001013594-26-000898 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $213.3M Q1 2024 Q2 2024: $188.7M Q2 2024 Q3 2024: $133.1M Q3 2024 Q4 2024: $87.4M Q4 2024 Q1 2025: $110.3M Q1 2025 Q2 2025: $141.8M Q2 2025 Q3 2025: $138.6M Q3 2025 Q4 2025: $75.9M Q4 2025 Q1 2026: $64.5M Q1 2026 Q2 2026: $85.6M $85.6M Q2 2026

Holdings 2 stocks · $85.6M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 87.94% 5,633,566 $75.3M Add +32.7%
MELI MercadoLibre Inc. 12.06% 6,082 $10.3M Add +199.9%

Options reported separately and not counted above: NU HLDGS LTD calls ($14.0M).

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
MELI MercadoLibre Inc. Add +199.9% 12.06% +6.63
NU Nu Holdings Ltd./Cayman Isl-A Add +32.7% 87.94% −6.63

Options Activity Q1 2026 → Q2 2026
MERCADOLIBRE INC call Sold out 12,800 $22.1Mbefore exit
NU HLDGS LTD call New 1,050,000 $14.0M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$85.6MNU, MELI
Q1 2026 2$64.5MNU, MELI
Q4 2025 2$75.9MNU, MELI
Q3 2025Amended 31$138.6MNU, MELI, AMZN, MSFT, TSM
Q2 2025Amended 28$141.8MNU, MELI, XP, AMZN, MSFT
Q1 2025Amended 29$110.3MMELI, XP, NU, AMZN, STNE
Q4 2024Amended 27$87.4MMELI, XP, AMZN, MSFT, VTEX
Q3 2024 26$133.1MMELI, XP, NU, VTEX, AMZN
Q2 2024Amended 24$188.7MNU, MELI, XP, AMZN, VTEX
Q1 2024 22$213.3MNU, MELI, XP, VTEX, AMZN