Absoluto Partners Gestao de Recursos as of June 30, 2022
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 23 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 37.9 | $93M | 145k | 636.87 | |
| XP Cl A (XP) | 21.5 | $52M | 2.9M | 17.96 | |
| Nu Hldgs Ord Shs Cl A (NU) | 16.5 | $40M | 11M | 3.74 | |
| Microsoft Corporation (MSFT) | 2.6 | $6.2M | 24k | 256.82 | |
| Dollar Tree (DLTR) | 2.1 | $5.2M | 33k | 155.86 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $4.2M | 13k | 315.51 | |
| O'reilly Automotive (ORLY) | 1.6 | $3.8M | 6.0k | 631.74 | |
| Booking Holdings (BKNG) | 1.5 | $3.8M | 2.2k | 1748.84 | |
| Nike CL B (NKE) | 1.5 | $3.7M | 36k | 102.19 | |
| Meli Kaszek Pioneer Corp Class A Ord | 1.5 | $3.7M | 375k | 9.90 | |
| Amazon (AMZN) | 1.5 | $3.5M | 33k | 106.22 | |
| Servicenow (NOW) | 1.4 | $3.5M | 7.4k | 475.54 | |
| Visa Com Cl A (V) | 1.4 | $3.5M | 18k | 196.88 | |
| Lauder Estee Cos Cl A (EL) | 1.4 | $3.4M | 13k | 254.67 | |
| McDonald's Corporation (MCD) | 1.2 | $3.0M | 12k | 246.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.7M | 1.2k | 2179.45 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $2.5M | 22k | 111.44 | |
| Tractor Supply Company (TSCO) | 0.7 | $1.6M | 8.4k | 193.83 | |
| Texas Roadhouse (TXRH) | 0.5 | $1.3M | 18k | 73.19 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.5 | $1.2M | 277k | 4.28 | |
| Sea Sponsord Ads (SE) | 0.4 | $868k | 13k | 66.83 | |
| Snowflake Cl A (SNOW) | 0.3 | $631k | 4.5k | 138.99 | |
| Bill Com Holdings Ord (BILL) | 0.2 | $608k | 5.5k | 109.89 |
