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 |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 33.2 | $54M | 32k | 1668.90 | |
| Nu Hldgs Ord Shs Cl A (NU) | 27.9 | $45M | 3.7M | 12.13 | |
| XP Cl A (XP) | 9.0 | $15M | 851k | 17.11 | |
| Amazon (AMZN) | 4.6 | $7.4M | 40k | 186.98 | |
| Vtex Shs Cl A (VTEX) | 4.2 | $6.8M | 1.1M | 6.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.7M | 28k | 171.54 | |
| Microsoft Corporation (MSFT) | 2.6 | $4.2M | 10k | 418.35 | |
| S&p Global (SPGI) | 1.9 | $3.0M | 6.2k | 484.73 | |
| Sherwin-Williams Company (SHW) | 1.7 | $2.8M | 8.0k | 350.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $2.5M | 15k | 165.80 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $2.1M | 4.5k | 463.71 | |
| Netflix (NFLX) | 1.2 | $2.0M | 3.1k | 628.35 | |
| Servicenow (NOW) | 1.0 | $1.7M | 2.1k | 814.39 | |
| Domino's Pizza (DPZ) | 1.0 | $1.7M | 3.9k | 428.70 | |
| Visa Com Cl A (V) | 1.0 | $1.6M | 6.1k | 265.67 | |
| Home Depot (HD) | 1.0 | $1.6M | 4.3k | 368.16 | |
| Lowe's Companies (LOW) | 0.9 | $1.5M | 6.0k | 245.51 | |
| salesforce (CRM) | 0.9 | $1.4M | 5.6k | 258.80 | |
| Builders FirstSource (BLDR) | 0.8 | $1.3M | 7.8k | 167.37 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.3M | 11k | 117.02 | |
| Fair Isaac Corporation (FICO) | 0.4 | $659k | 412.00 | 1600.00 | |
| Meta Platforms Cl A (META) | 0.2 | $306k | 645.00 | 474.83 | |
| O'reilly Automotive (ORLY) | 0.1 | $83k | 74.00 | 1126.34 | |
| eBay (EBAY) | 0.0 | $4.9k | 89.00 | 55.61 |
