Absoluto Partners Gestao de Recursos Ltda In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Absoluto Partners Gestao de Recursos Ltda reported 22 stock positions worth $213.3 million . Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 36.6% of the portfolio, followed by MercadoLibre (MELI, 31.8% ) and XP Class A (XP, 5.0% ). Compared with Q4 2023, it opened 5 new positions, sold out of 8, added to 9 and reduced 8. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +10% ) and the biggest sale XP Class A (XP, shares −61% ).
Location LEBLON, RIO DE JANEIRO, RJ, D5
CIK 0001847566
Portfolio Value $213.3M (Q1 2024) Holdings 22 stocks · $213.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 6,545,646 $78.1M Add +9.6% MELI MercadoLibre Inc. 44,826 $67.8M Add +36.6% XP XP Inc. Class A 415,311 $10.7M Reduce -61.0% VTEX Vtex Class A 1,277,080 $10.4M Add +11.2% AMZN Amazon.com Inc. 48,286 $8.7M Reduce -8.7% MSFT Microsoft Corp. 11,966 $5.0M New META Meta Platforms Inc. Class A 7,571 $3.7M Reduce -33.5% CRM Salesforce Inc. 11,169 $3.4M Reduce -3.4% GOOGL Alphabet Inc. Class A 22,112 $3.3M Add +30.3% SPGI S&P Global Inc. 6,170 $2.6M Add +17.3% MA Mastercard Inc. Class A 4,628 $2.2M Reduce -22.7% V Visa Inc. Class A 7,456 $2.1M Add +5.4% FICO Fair Isaac Corp. 1,527 $1.9M New NOW ServiceNow Inc. 2,435 $1.9M Add +70.3% LOW Lowe's Cos Inc. 7,185 $1.8M Add +13.6% NVDA Nvidia Corp. 1,955 $1.8M New BLDR Builders Firstsource Inc. 8,270 $1.7M New DPZ Domino's Pizza Inc. 3,332 $1.7M Reduce -40.8% NFLX Netflix Inc. 2,680 $1.6M Reduce -27.6% HD Home Depot Inc. 4,191 $1.6M New EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 7,843 $1.2M Add +7.1% ORLY O'reilly Automotive Inc. 89 $100K Reduce -43.7%
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ XP XP Inc. Class A Reduce -61.0% 5.00% −10.33 MICROSOFT CORP Sold out 0.00% −2.45 FAIR ISAAC CORP Sold out 0.00% −0.75 MCD McDonald's Corp. Sold out 0.00% −0.75 HOME DEPOT INC Sold out 0.00% −0.73 NVIDIA CORPORATION Sold out 0.00% −0.65 SNOW Snowflake Inc. Sold out 0.00% −0.56 DPZ Domino's Pizza Inc. Reduce -40.8% 0.78% −0.50 META Meta Platforms Inc. Class A Reduce -33.5% 1.72% −0.50 BUILDERS FIRSTSOURCE INC Sold out 0.00% −0.44 RH Sold out 0.00% −0.42 MA Mastercard Inc. Class A Reduce -22.7% 1.04% −0.36 AMZN Amazon.com Inc. Reduce -8.7% 4.08% −0.35 NFLX Netflix Inc. Reduce -27.6% 0.76% −0.23 CRM Salesforce Inc. Reduce -3.4% 1.58% −0.10 ORLY O'reilly Automotive Inc. Reduce -43.7% 0.05% −0.04
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ NU Nu Holdings Ltd./Cayman Isl-A Add +9.6% 36.61% +9.14 MELI MercadoLibre Inc. Add +36.6% 31.77% +3.31 MSFT Microsoft Corp. New 2.36% +2.36 FICO Fair Isaac Corp. New 0.89% +0.89 NVDA Nvidia Corp. New 0.83% +0.83 BLDR Builders Firstsource Inc. New 0.81% +0.81 HD Home Depot Inc. New 0.75% +0.75 VTEX Vtex Class A Add +11.2% 4.89% +0.53 NOW ServiceNow Inc. Add +70.3% 0.87% +0.31 GOOGL Alphabet Inc. Class A Add +30.3% 1.56% +0.26 LOW Lowe's Cos Inc. Add +13.6% 0.86% +0.08 EL Estee Lauder Companies Class A Add +7.1% 0.57% −0.02 V Visa Inc. Class A Add +5.4% 0.98% −0.04 SPGI S&P Global Inc. Add +17.3% 1.23% −0.05
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ NU Nu Holdings Ltd./Cayman Isl-A call Sold out 6,272,000 $52.2Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 2 $85.6M NU, MELI Q1 2026 2 $64.5M NU, MELI Q4 2025 2 $75.9M NU, MELI Q3 2025 Amended 31 $138.6M NU, MELI, AMZN, MSFT, TSM Q2 2025 Amended 28 $141.8M NU, MELI, XP, AMZN, MSFT Q1 2025 Amended 29 $110.3M MELI, XP, NU, AMZN, STNE Q4 2024 Amended 27 $87.4M MELI, XP, AMZN, MSFT, VTEX Q3 2024 26 $133.1M MELI, XP, NU, VTEX, AMZN Q2 2024 Amended 24 $188.7M NU, MELI, XP, AMZN, VTEX Q1 2024 22 $213.3M NU, MELI, XP, VTEX, AMZN