Absoluto Partners Gestao de Recursos as of June 30, 2023
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 50.3 | $143M | 18M | 7.89 | |
| MercadoLibre (MELI) | 18.4 | $52M | 44k | 1184.60 | |
| XP Cl A (XP) | 14.9 | $42M | 1.8M | 23.46 | |
| Amazon (AMZN) | 2.6 | $7.3M | 56k | 130.36 | |
| Microsoft | 2.0 | $5.6M | 16k | 340.54 | |
| Meta Platforms Cl A (META) | 1.2 | $3.4M | 12k | 286.98 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $3.4M | 8.6k | 393.30 | |
| Visa Com Cl A (V) | 1.1 | $3.0M | 13k | 237.48 | |
| Netflix (NFLX) | 1.0 | $2.9M | 6.6k | 440.49 | |
| Nike CL B (NKE) | 0.9 | $2.4M | 22k | 110.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.3M | 19k | 119.70 | |
| McDonald's Corporation (MCD) | 0.8 | $2.3M | 7.7k | 298.41 | |
| Servicenow (NOW) | 0.6 | $1.8M | 3.2k | 561.97 | |
| Lauder Estee Cos Cl A (EL) | 0.6 | $1.8M | 9.2k | 196.38 | |
| S&p Global (SPGI) | 0.6 | $1.7M | 4.2k | 400.89 | |
| salesforce (CRM) | 0.5 | $1.5M | 7.1k | 211.26 | |
| Lululemon Athletica | 0.5 | $1.5M | 3.9k | 378.50 | |
| O'reilly Automotive (ORLY) | 0.5 | $1.4M | 1.4k | 955.30 | |
| Booking Holdings (BKNG) | 0.5 | $1.3M | 476.00 | 2700.33 | |
| Datadog Cl A Com | 0.4 | $1.1M | 11k | 98.38 | |
| Domino's Pizza (DPZ) | 0.2 | $563k | 1.7k | 336.99 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $515k | 3.5k | 145.55 | |
| Sea Sponsord Ads (SE) | 0.2 | $434k | 7.5k | 58.04 | |
| Atlassian Corporation Cl A | 0.1 | $422k | 2.5k | 167.81 | |
| Cava Group | 0.1 | $164k | 4.0k | 40.95 |
