Absoluto Partners Gestao de Recursos Ltda In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Absoluto Partners Gestao de Recursos Ltda reported 26 stock positions worth $133.1 million . Its top holding was MercadoLibre (MELI) at 25.4% of the portfolio, followed by XP Class A (XP, 23.4% ) and Nu Holdings Ltd./Cayman Isl-A (NU, 11.2% ). Compared with Q2 2024, it opened 4 new positions, sold out of 2, added to 8 and reduced 14. The biggest buy was XP Class A (XP, shares +100% ) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −80% ).
Location LEBLON, RIO DE JANEIRO, RJ, D5
CIK 0001847566
Portfolio Value $133.1M (Q3 2024) Holdings 26 stocks · $133.1M 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 Q2 2024 MELI MercadoLibre Inc. 16,452 $33.8M Reduce -46.7% XP XP Inc. Class A 1,739,138 $31.2M Add +100.0% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1,087,469 $14.8M Reduce -80.3% VTEX Vtex Class A 1,068,622 $8.0M Reduce -3.9% AMZN Amazon.com Inc. 36,751 $6.8M Reduce -14.2% MSFT Microsoft Corp. 12,239 $5.3M Add +2.0% GOOGL Alphabet Inc. Class A 22,968 $3.8M Reduce -21.9% SHW The Sherwin-Williams Co. 9,202 $3.5M New TSM Taiwan Semiconductor-SP ADR 19,842 $3.4M Add +44.5% SPGI S&P Global Inc. 5,288 $2.7M Reduce -33.5% META Meta Platforms Inc. Class A 4,189 $2.4M Add +256.5% NOW ServiceNow Inc. 2,235 $2.0M Reduce -35.2% HD Home Depot Inc. 4,835 $2.0M Add +1.0% NVDA Nvidia Corp. 15,655 $1.9M Add +512.0% LOW Lowe's Cos Inc. 6,788 $1.8M Add +16.6% MA Mastercard Inc. Class A 3,717 $1.8M Reduce -22.4% SBUX Starbucks Corp. 18,820 $1.8M New NFLX Netflix Inc. 2,372 $1.7M Reduce -26.4% BLDR Builders Firstsource Inc. 6,863 $1.3M Add +11.6% DPZ Domino's Pizza Inc. 2,950 $1.3M Reduce -26.6% V Visa Inc. Class A 3,680 $1.0M Reduce -55.0% CRM Salesforce Inc. 1,431 $392K Reduce -62.8% FICO Fair Isaac Corp. 78 $152K Reduce -92.0% ORLY O'reilly Automotive Inc. 71 $82K Reduce -14.5% BKE The Buckle Inc. 273 $12K New Z Zillow Group Inc. Class C 17 $1K New
Options reported separately and not counted above: NU calls ($29.4M), XRT puts ($816K).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ NU Nu Holdings Ltd./Cayman Isl-A Reduce -80.3% 11.16% −26.47 MELI MercadoLibre Inc. Reduce -46.7% 25.37% −1.53 FICO Fair Isaac Corp. Reduce -92.0% 0.11% −0.66 V Visa Inc. Class A Reduce -55.0% 0.76% −0.38 CRM Salesforce Inc. Reduce -62.8% 0.29% −0.23 DPZ Domino's Pizza Inc. Reduce -26.6% 0.95% −0.15 SE Sea Ltd.-ADR Sold out 0.00% −0.09 ELF Elf Beauty Inc. Sold out 0.00% −0.01 ORLY O'reilly Automotive Inc. Reduce -14.5% 0.06% +0.01 GOOGL Alphabet Inc. Class A Reduce -21.9% 2.86% +0.02 NOW ServiceNow Inc. Reduce -35.2% 1.50% +0.06 NFLX Netflix Inc. Reduce -26.4% 1.26% +0.11 SPGI S&P Global Inc. Reduce -33.5% 2.05% +0.17 MA Mastercard Inc. Class A Reduce -22.4% 1.38% +0.26 AMZN Amazon.com Inc. Reduce -14.2% 5.15% +0.76 VTEX Vtex Class A Reduce -3.9% 5.97% +1.70
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ XP XP Inc. Class A Add +100.0% 23.45% +15.34 SHW The Sherwin-Williams Co. New 2.64% +2.64 META Meta Platforms Inc. Class A Add +256.5% 1.80% +1.49 SBUX Starbucks Corp. New 1.38% +1.38 TSM Taiwan Semiconductor-SP ADR Add +44.5% 2.59% +1.32 NVDA Nvidia Corp. Add +512.0% 1.43% +1.26 MSFT Microsoft Corp. Add +2.0% 3.96% +1.12 LOW Lowe's Cos Inc. Add +16.6% 1.38% +0.70 HD Home Depot Inc. Add +1.0% 1.47% +0.60 BLDR Builders Firstsource Inc. Add +11.6% 1.00% +0.55 BKE The Buckle Inc. New 0.01% +0.01 Z Zillow Group Inc. Class C New 0.00% +0.00
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ NU Nu Holdings Ltd./Cayman Isl-A call New 2,151,000 $29.4M XRT SS SPDR S&P Retail ETF put New 10,500 $816K
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