Absoluto Partners Gestao de Recursos Ltda

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Absoluto Partners Gestao de Recursos Ltda reported 2 stock positions worth $64.5 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 94.6% of the portfolio, followed by MercadoLibre (MELI, 5.4%). Compared with Q4 2025, it added to 1 and reduced 1. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +41%) and the biggest sale MercadoLibre (MELI, shares −84%).

Most Recent 13F
Q2 2026
Location
LEBLON, RIO DE JANEIRO, RJ, D5
CIK
0001847566
Portfolio Value
$64.5M (Q1 2026)
SEC Filing
0001013594-26-000591 ↗ filed May 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $213.3M Q1 2024 Q2 2024: $188.7M Q2 2024 Q3 2024: $133.1M Q3 2024 Q4 2024: $87.4M Q4 2024 Q1 2025: $110.3M Q1 2025 Q2 2025: $141.8M Q2 2025 Q3 2025: $138.6M Q3 2025 Q4 2025: $75.9M Q4 2025 Q1 2026: $64.5M $64.5M Q1 2026 Q2 2026: $85.6M Q2 2026

Holdings 2 stocks · $64.5M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 94.57% 4,245,926 $61.0M Add +41.1%
MELI MercadoLibre Inc. 5.43% 2,028 $3.5M Reduce -83.7%

Options reported separately and not counted above: MERCADOLIBRE INC calls ($22.1M).

Portfolio Sells Q4 2025 → Q1 2026
MELI MercadoLibre Inc. Reduce -83.7% 5.43% −27.67

Portfolio Buys Q4 2025 → Q1 2026
NU Nu Holdings Ltd./Cayman Isl-A Add +41.1% 94.57% +27.67

Options Activity Q4 2025 → Q1 2026
MERCADOLIBRE INC call New 12,800 $22.1M
NU Nu Holdings Ltd./Cayman Isl-A call Sold out 990,000 $16.6Mbefore exit
MELI MercadoLibre Inc. call Sold out 4,800 $9.7Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$85.6MNU, MELI
Q1 2026 2$64.5MNU, MELI
Q4 2025 2$75.9MNU, MELI
Q3 2025Amended 31$138.6MNU, MELI, AMZN, MSFT, TSM
Q2 2025Amended 28$141.8MNU, MELI, XP, AMZN, MSFT
Q1 2025Amended 29$110.3MMELI, XP, NU, AMZN, STNE
Q4 2024Amended 27$87.4MMELI, XP, AMZN, MSFT, VTEX
Q3 2024 26$133.1MMELI, XP, NU, VTEX, AMZN
Q2 2024Amended 24$188.7MNU, MELI, XP, AMZN, VTEX
Q1 2024 22$213.3MNU, MELI, XP, VTEX, AMZN