Absoluto Partners Gestao de Recursos

Absoluto Partners Gestao de Recursos as of Sept. 30, 2022

Portfolio Holdings for Absoluto Partners Gestao de Recursos

Absoluto Partners Gestao de Recursos holds 21 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MercadoLibre (MELI) 42.4 $104M 116k 901.62
Nu Hldgs Ord Shs Cl A (NU) 25.3 $62M 13M 5.00
XP Cl A (XP) 13.1 $32M 1.8M 18.33
O'reilly Automotive (ORLY) 1.8 $4.5M 5.4k 837.25
Microsoft Corporation (MSFT) 1.8 $4.4M 19k 232.12
McDonald's Corporation (MCD) 1.5 $3.8M 14k 272.67
Meli Kaszek Pioneer Corp Class A Ord 1.5 $3.7M 375k 9.87
Visa Com Cl A (V) 1.5 $3.7M 18k 207.18
Amazon (AMZN) 1.4 $3.4M 33k 102.43
Mastercard Incorporated Cl A (MA) 1.3 $3.2M 9.8k 328.19
Nike CL B (NKE) 1.2 $3.0M 32k 92.68
Booking Holdings (BKNG) 1.2 $2.9M 1.6k 1869.37
Servicenow (NOW) 1.2 $2.9M 7.0k 420.74
Lauder Estee Cos Cl A (EL) 0.9 $2.1M 11k 200.47
Dollar Tree (DLTR) 0.8 $1.9M 12k 158.54
Hilton Worldwide Holdings (HLT) 0.8 $1.9M 14k 135.28
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.5M 16k 94.49
Tractor Supply Company (TSCO) 0.6 $1.4M 6.4k 219.73
Dollar General (DG) 0.5 $1.3M 5.2k 254.97
Snowflake Cl A (SNOW) 0.3 $780k 4.9k 160.23
Bill Com Holdings Ord (BILL) 0.3 $646k 4.8k 133.42