Absoluto Partners Gestao de Recursos Ltda In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 3, 2026), Absoluto Partners Gestao de Recursos Ltda reported 27 stock positions worth $87.4 million . Its top holding was MercadoLibre (MELI) at 31.6% of the portfolio, followed by XP Class A (XP, 8.9% ) and Amazon.com (AMZN, 8.9% ). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 5 and reduced 17. The biggest buy was a new position in Ferrari (RACE) and the biggest sale XP Class A (XP, shares −62% ).
Location LEBLON, RIO DE JANEIRO, RJ, D5
CIK 0001847566
Portfolio Value $87.4M (Q4 2024) Holdings 27 stocks · $87.4M 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 Q3 2024 MELI MercadoLibre Inc. 16,258 $27.6M Reduce -1.2% XP XP Inc. Class A 657,982 $7.8M Reduce -62.2% AMZN Amazon.com Inc. 35,354 $7.8M Reduce -3.8% MSFT Microsoft Corp. 10,126 $4.3M Reduce -17.3% VTEX Vtex Class A 674,355 $4.0M Reduce -36.9% TSM Taiwan Semiconductor-SP ADR 19,808 $3.9M Reduce -0.2% GOOGL Alphabet Inc. Class A 18,830 $3.6M Reduce -18.0% SHW The Sherwin-Williams Co. 8,024 $2.7M Reduce -12.8% NFLX Netflix Inc. 2,491 $2.2M Add +5.0% V Visa Inc. Class A 6,718 $2.1M Add +82.5% META Meta Platforms Inc. Class A 3,577 $2.1M Reduce -14.6% SPGI S&P Global Inc. 4,140 $2.1M Reduce -21.7% NVDA Nvidia Corp. 14,751 $2.0M Reduce -5.8% SBUX Starbucks Corp. 21,038 $1.9M Add +11.8% NOW ServiceNow Inc. 1,714 $1.8M Reduce -23.3% MA Mastercard Inc. Class A 3,407 $1.8M Reduce -8.3% RACE Ferrari NV 4,014 $1.7M New ORCL Oracle Corp. 8,998 $1.5M New LULU Lululemon Athletica Inc. 3,618 $1.4M New SE Sea Ltd.-ADR 11,866 $1.3M New RH RH 2,908 $1.1M New CRM Salesforce Inc. 2,886 $965K Add +101.7% DPZ Domino's Pizza Inc. 2,058 $864K Reduce -30.2% HD Home Depot Inc. 1,620 $630K Reduce -66.5% ORLY O'reilly Automotive Inc. 175 $208K Add +146.5% FICO Fair Isaac Corp. 22 $44K Reduce -71.8% LOW Lowe's Cos Inc. 2 $494 Reduce -100.0%
Options reported separately and not counted above: NU calls ($20.9M), SPY puts ($2.2M).
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ XP XP Inc. Class A Reduce -62.2% 8.93% −14.52 NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −11.16 VTEX Vtex Class A Reduce -36.9% 4.55% −1.43 LOW Lowe's Cos Inc. Reduce -100.0% 0.00% −1.38 BLDR Builders Firstsource Inc. Sold out 0.00% −1.00 HD Home Depot Inc. Reduce -66.5% 0.72% −0.75 FICO Fair Isaac Corp. Reduce -71.8% 0.05% −0.06 BKE The Buckle Inc. Sold out 0.00% −0.01 Z Zillow Group Inc. Class C Sold out 0.00% −0.00 DPZ Domino's Pizza Inc. Reduce -30.2% 0.99% +0.04 SPGI S&P Global Inc. Reduce -21.7% 2.36% +0.31 SHW The Sherwin-Williams Co. Reduce -12.8% 3.12% +0.48 NOW ServiceNow Inc. Reduce -23.3% 2.08% +0.58 META Meta Platforms Inc. Class A Reduce -14.6% 2.40% +0.60 MA Mastercard Inc. Class A Reduce -8.3% 2.05% +0.67 NVDA Nvidia Corp. Reduce -5.8% 2.27% +0.84 MSFT Microsoft Corp. Reduce -17.3% 4.89% +0.93 GOOGL Alphabet Inc. Class A Reduce -18.0% 4.08% +1.22 TSM Taiwan Semiconductor-SP ADR Reduce -0.2% 4.48% +1.89 AMZN Amazon.com Inc. Reduce -3.8% 8.88% +3.73 MELI MercadoLibre Inc. Reduce -1.2% 31.65% +6.28
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ RACE Ferrari NV New 1.95% +1.95 ORCL Oracle Corp. New 1.72% +1.72 V Visa Inc. Class A Add +82.5% 2.43% +1.67 LULU Lululemon Athletica Inc. New 1.58% +1.58 SE Sea Ltd.-ADR New 1.44% +1.44 RH RH New 1.31% +1.31 NFLX Netflix Inc. Add +5.0% 2.54% +1.28 SBUX Starbucks Corp. Add +11.8% 2.20% +0.82 CRM Salesforce Inc. Add +101.7% 1.10% +0.81 ORLY O'reilly Automotive Inc. Add +146.5% 0.24% +0.18
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ NU Nu Holdings Ltd./Cayman Isl-A call Reduce -6.3% 2,015,500 $20.9M SPY SS SPDR S&P 500 ETF Trust-US put New 3,700 $2.2M XRT SS SPDR S&P Retail ETF put Sold out 10,500 $816Kbefore 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