Absoluto Partners Gestao de Recursos Ltda
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed November 14, 2024), Absoluto Partners Gestao de Recursos Ltda reported 24 stock positions worth $188.7 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 37.6% of the portfolio, followed by MercadoLibre (MELI, 26.9%) and XP Class A (XP, 8.1%). Compared with Q1 2024, it opened 3 new positions, sold out of 1, added to 10 and reduced 11. The biggest buy was XP Class A (XP, shares +109%) and the biggest sale MercadoLibre (MELI, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- LEBLON, RIO DE JANEIRO, RJ, D5
- CIK
- 0001847566
- Portfolio Value
- $188.7M (Q2 2024)
- SEC Filing
- 0001013594-24-000958 ↗ filed Nov 14, 2024
Holdings Value
Holdings 24 stocks · $188.7M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 37.63% | 5,507,746 | $71.0M | Reduce -15.9% |
| MELI MercadoLibre Inc. | 26.90% | 30,887 | $50.8M | Reduce -31.1% |
| XP XP Inc. Class A | 8.11% | 869,453 | $15.3M | Add +109.3% |
| AMZN Amazon.com Inc. | 4.38% | 42,813 | $8.3M | Reduce -11.3% |
| VTEX Vtex Class A | 4.28% | 1,111,552 | $8.1M | Reduce -13.0% |
| MSFT Microsoft Corp. | 2.84% | 11,996 | $5.4M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 2.84% | 29,428 | $5.4M | Add +33.1% |
| SPGI S&P Global Inc. | 1.88% | 7,950 | $3.5M | Add +28.9% |
| NOW ServiceNow Inc. | 1.44% | 3,450 | $2.7M | Add +41.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.27% | 13,735 | $2.4M | New |
| NFLX Netflix Inc. | 1.15% | 3,222 | $2.2M | Add +20.2% |
| V Visa Inc. Class A | 1.14% | 8,182 | $2.1M | Add +9.7% |
| MA Mastercard Inc. Class A | 1.12% | 4,790 | $2.1M | Add +3.5% |
| DPZ Domino's Pizza Inc. | 1.10% | 4,021 | $2.1M | Add +20.7% |
| HD Home Depot Inc. | 0.87% | 4,788 | $1.6M | Add +14.2% |
| FICO Fair Isaac Corp. | 0.77% | 976 | $1.5M | Reduce -36.1% |
| LOW Lowe's Cos Inc. | 0.68% | 5,820 | $1.3M | Reduce -19.0% |
| CRM Salesforce Inc. | 0.52% | 3,842 | $988K | Reduce -65.6% |
| BLDR Builders Firstsource Inc. | 0.45% | 6,151 | $851K | Reduce -25.6% |
| META Meta Platforms Inc. Class A | 0.31% | 1,175 | $592K | Reduce -84.5% |
| NVDA Nvidia Corp. | 0.17% | 2,558 | $316K | Reduce -86.9% |
| SE Sea Ltd.-ADR | 0.09% | 2,451 | $175K | New |
| ORLY O'reilly Automotive Inc. | 0.05% | 83 | $88K | Reduce -6.7% |
| ELF Elf Beauty Inc. | 0.01% | 60 | $13K | New |
Portfolio Sells Q1 2024 → Q2 2024
| MELI MercadoLibre Inc. | Reduce -31.1% | 26.90% | −4.87 |
| META Meta Platforms Inc. Class A | Reduce -84.5% | 0.31% | −1.41 |
| CRM Salesforce Inc. | Reduce -65.6% | 0.52% | −1.05 |
| NVDA Nvidia Corp. | Reduce -86.9% | 0.17% | −0.66 |
| VTEX Vtex Class A | Reduce -13.0% | 4.28% | −0.61 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.57 |
| BLDR Builders Firstsource Inc. | Reduce -25.6% | 0.45% | −0.36 |
| LOW Lowe's Cos Inc. | Reduce -19.0% | 0.68% | −0.18 |
| FICO Fair Isaac Corp. | Reduce -36.1% | 0.77% | −0.12 |
| ORLY O'reilly Automotive Inc. | Reduce -6.7% | 0.05% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -11.3% | 4.38% | +0.30 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -15.9% | 37.63% | +1.02 |
Portfolio Buys Q1 2024 → Q2 2024
| XP XP Inc. Class A | Add +109.3% | 8.11% | +3.11 |
| GOOGL Alphabet Inc. Class A | Add +33.1% | 2.84% | +1.28 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.27% | +1.27 |
| SPGI S&P Global Inc. | Add +28.9% | 1.88% | +0.65 |
| NOW ServiceNow Inc. | Add +41.7% | 1.44% | +0.57 |
| MSFT Microsoft Corp. | Add +0.3% | 2.84% | +0.48 |
| NFLX Netflix Inc. | Add +20.2% | 1.15% | +0.39 |
| DPZ Domino's Pizza Inc. | Add +20.7% | 1.10% | +0.32 |
| V Visa Inc. Class A | Add +9.7% | 1.14% | +0.16 |
| HD Home Depot Inc. | Add +14.2% | 0.87% | +0.12 |
| SE Sea Ltd.-ADR | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | Add +3.5% | 1.12% | +0.08 |
| ELF Elf Beauty Inc. | New | 0.01% | +0.01 |
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 2025Amended | 31 | $138.6M | NU, MELI, AMZN, MSFT, TSM |
| Q2 2025Amended | 28 | $141.8M | NU, MELI, XP, AMZN, MSFT |
| Q1 2025Amended | 29 | $110.3M | MELI, XP, NU, AMZN, STNE |
| Q4 2024Amended | 27 | $87.4M | MELI, XP, AMZN, MSFT, VTEX |
| Q3 2024 | 26 | $133.1M | MELI, XP, NU, VTEX, AMZN |
| Q2 2024Amended | 24 | $188.7M | NU, MELI, XP, AMZN, VTEX |
| Q1 2024 | 22 | $213.3M | NU, MELI, XP, VTEX, AMZN |