Absoluto Partners Gestao de Recursos Ltda In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Absoluto Partners Gestao de Recursos Ltda reported 2 stock positions worth $75.9 million . Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 66.9% of the portfolio, followed by MercadoLibre (MELI, 33.1% ). Compared with Q3 2025, it sold out of 29, added to 1 and reduced 1. The biggest buy was MercadoLibre (MELI, shares +142% ) and the biggest sale an exit from Amazon.com (AMZN).
Location LEBLON, RIO DE JANEIRO, RJ, D5
CIK 0001847566
Portfolio Value $75.9M (Q4 2025) Holdings 2 stocks · $75.9M 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 2025 NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 3,008,189 $50.8M Reduce -5.0% MELI MercadoLibre Inc. 12,433 $25.1M Add +141.5%
Options reported separately and not counted above: NU calls ($16.6M), MELI calls ($9.7M).
Portfolio Sells Q3 2025 → Q4 2025 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 2025 % Of Portfolio Change To Portfolio ▲ AMZN Amazon.com Inc. Sold out 0.00% −5.64 MSFT Microsoft Corp. Sold out 0.00% −4.78 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −4.50 SE Sea Ltd.-ADR Sold out 0.00% −4.00 ORCL Oracle Corp. Sold out 0.00% −3.90 RACE Ferrari NV Sold out 0.00% −3.61 GOOGL Alphabet Inc. Class A Sold out 0.00% −2.78 SPOT Spotify Technology SA Sold out 0.00% −2.66 ORLY O'reilly Automotive Inc. Sold out 0.00% −2.26 SHW The Sherwin-Williams Co. Sold out 0.00% −1.92 NVDA Nvidia Corp. Sold out 0.00% −1.83 SBUX Starbucks Corp. Sold out 0.00% −1.77 META Meta Platforms Inc. Class A Sold out 0.00% −1.62 RH RH Sold out 0.00% −1.61 MA Mastercard Inc. Class A Sold out 0.00% −1.45 ONON On Holding AG Class A Sold out 0.00% −1.28 FIVE Five Below Sold out 0.00% −1.26 V Visa Inc. Class A Sold out 0.00% −1.13 NFLX Netflix Inc. Sold out 0.00% −1.08 BABA Alibaba Group Holding-SP ADR Sold out 0.00% −1.05 GIL Gildan Activewear Inc. Sold out 0.00% −0.95 CVNA Carvana Co. Sold out 0.00% −0.95 TTWO Take-Two Interactive Softwre Sold out 0.00% −0.91 NOW ServiceNow Inc. Sold out 0.00% −0.65 BLDR Builders Firstsource Inc. Sold out 0.00% −0.57 DG Dollar General Corp. Sold out 0.00% −0.38 SNOW Snowflake Inc. Sold out 0.00% −0.14 DLTR Dollar Tree Inc. Sold out 0.00% −0.04 SPGI S&P Global Inc. Sold out 0.00% −0.02 NU Nu Holdings Ltd./Cayman Isl-A Reduce -5.0% 66.90% +30.34
Portfolio Buys Q3 2025 → Q4 2025 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 2025 % Of Portfolio Change To Portfolio ▼ MELI MercadoLibre Inc. Add +141.5% 33.10% +24.42
Options Activity Q3 2025 → Q4 2025 Security Type Change vs Q3 2025 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 30,200 $20.1Mbefore exit NU Nu Holdings Ltd./Cayman Isl-A call Reduce -33.6% 990,000 $16.6M MELI MercadoLibre Inc. call New 4,800 $9.7M
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