Absoluto Partners Gestao de Recursos as of June 30, 2024
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 37.6 | $71M | 5.5M | 12.89 | |
| MercadoLibre (MELI) | 26.9 | $51M | 31k | 1643.40 | |
| XP Cl A (XP) | 8.1 | $15M | 870k | 17.59 | |
| Amazon (AMZN) | 4.4 | $8.3M | 43k | 193.25 | |
| Vtex Shs Cl A (VTEX) | 4.3 | $8.1M | 1.1M | 7.26 | |
| Microsoft Corporation (MSFT) | 2.8 | $5.4M | 12k | 446.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $5.4M | 29k | 182.15 | |
| S&p Global (SPGI) | 1.9 | $3.5M | 8.0k | 446.00 | |
| Servicenow (NOW) | 1.4 | $2.7M | 3.5k | 786.67 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $2.4M | 14k | 173.81 | |
| Netflix (NFLX) | 1.2 | $2.2M | 3.2k | 674.88 | |
| Visa Com Cl A (V) | 1.1 | $2.1M | 8.2k | 262.47 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $2.1M | 4.8k | 441.16 | |
| Domino's Pizza (DPZ) | 1.1 | $2.1M | 4.0k | 516.33 | |
| Home Depot (HD) | 0.9 | $1.6M | 4.8k | 344.24 | |
| Fair Isaac Corporation (FICO) | 0.8 | $1.5M | 976.00 | 1488.66 | |
| Lowe's Companies (LOW) | 0.7 | $1.3M | 5.8k | 220.46 | |
| salesforce (CRM) | 0.5 | $988k | 3.8k | 257.10 | |
| Builders FirstSource (BLDR) | 0.5 | $851k | 6.2k | 138.41 | |
| Meta Platforms Cl A (META) | 0.3 | $593k | 1.2k | 504.22 | |
| NVIDIA Corporation (NVDA) | 0.2 | $316k | 2.6k | 123.54 | |
| Sea Sponsord Ads (SE) | 0.1 | $175k | 2.5k | 71.42 | |
| O'reilly Automotive (ORLY) | 0.0 | $88k | 83.00 | 1056.06 | |
| Elf Beauty (ELF) | 0.0 | $13k | 60.00 | 210.72 |
