Absoluto Partners Gestao de Recursos as of Sept. 30, 2024
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 27 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 27.1 | $44M | 3.2M | 13.65 | |
| MercadoLibre (MELI) | 20.7 | $34M | 17k | 2051.96 | |
| XP Cl A (XP) | 19.1 | $31M | 1.7M | 17.94 | |
| Vtex Shs Cl A (VTEX) | 4.9 | $8.0M | 1.1M | 7.44 | |
| Amazon (AMZN) | 4.2 | $6.8M | 37k | 186.33 | |
| Microsoft Corporation (MSFT) | 3.2 | $5.3M | 12k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.8M | 23k | 165.85 | |
| Sherwin-Williams Company (SHW) | 2.2 | $3.5M | 9.2k | 381.67 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $3.4M | 20k | 173.67 | |
| S&p Global (SPGI) | 1.7 | $2.7M | 5.3k | 516.62 | |
| Meta Platforms Cl A (META) | 1.5 | $2.4M | 4.2k | 572.44 | |
| Servicenow (NOW) | 1.2 | $2.0M | 2.2k | 894.39 | |
| Home Depot (HD) | 1.2 | $2.0M | 4.8k | 405.20 | |
| NVIDIA Corporation (NVDA) | 1.2 | $1.9M | 16k | 121.44 | |
| Lowe's Companies (LOW) | 1.1 | $1.8M | 6.8k | 270.85 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.8M | 3.7k | 493.80 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.8M | 19k | 97.49 | |
| Netflix (NFLX) | 1.0 | $1.7M | 2.4k | 709.27 | |
| Builders FirstSource (BLDR) | 0.8 | $1.3M | 6.9k | 193.86 | |
| Domino's Pizza (DPZ) | 0.8 | $1.3M | 3.0k | 430.14 | |
| Visa Com Cl A (V) | 0.6 | $1.0M | 3.7k | 274.95 | |
| Spdr Ser Tr S&p Retail Etf Put Option (XRT) | 0.5 | $816k | 11k | 77.69 | |
| salesforce (CRM) | 0.2 | $392k | 1.4k | 273.71 | |
| Fair Isaac Corporation (FICO) | 0.1 | $152k | 78.00 | 1943.53 | |
| O'reilly Automotive (ORLY) | 0.1 | $82k | 71.00 | 1151.61 | |
| Buckle (BKE) | 0.0 | $12k | 273.00 | 43.97 | |
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $1.1k | 17.00 | 63.82 |
