Absoluto Partners Gestao de Recursos as of Dec. 31, 2024
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 25.0 | $28M | 16k | 1700.44 | |
| Nu Hldgs Ord Shs Cl A Call Option (NU) | 18.9 | $21M | 2.0M | 10.36 | |
| XP Cl A (XP) | 7.1 | $7.8M | 658k | 11.85 | |
| Amazon (AMZN) | 7.0 | $7.8M | 35k | 219.39 | |
| Microsoft Corporation (MSFT) | 3.9 | $4.3M | 10k | 421.50 | |
| Vtex Shs Cl A (VTEX) | 3.6 | $4.0M | 674k | 5.89 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $3.9M | 20k | 197.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $3.6M | 19k | 189.30 | |
| Sherwin-Williams Company (SHW) | 2.5 | $2.7M | 8.0k | 339.93 | |
| Netflix (NFLX) | 2.0 | $2.2M | 2.5k | 891.32 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 2.0 | $2.2M | 3.7k | 586.08 | |
| Visa Com Cl A (V) | 1.9 | $2.1M | 6.7k | 316.04 | |
| Meta Platforms Cl A (META) | 1.9 | $2.1M | 3.6k | 585.51 | |
| S&p Global (SPGI) | 1.9 | $2.1M | 4.1k | 498.03 | |
| NVIDIA Corporation (NVDA) | 1.8 | $2.0M | 15k | 134.29 | |
| Starbucks Corporation (SBUX) | 1.7 | $1.9M | 21k | 91.25 | |
| Servicenow (NOW) | 1.6 | $1.8M | 1.7k | 1060.12 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $1.8M | 3.4k | 526.57 | |
| Ferrari Nv Ord (RACE) | 1.5 | $1.7M | 4.0k | 424.84 | |
| Oracle Corporation (ORCL) | 1.4 | $1.5M | 9.0k | 166.64 | |
| Lululemon Athletica (LULU) | 1.3 | $1.4M | 3.6k | 382.41 | |
| Sea Sponsord Ads (SE) | 1.1 | $1.3M | 12k | 106.10 | |
| Rh (RH) | 1.0 | $1.1M | 2.9k | 393.59 | |
| salesforce (CRM) | 0.9 | $965k | 2.9k | 334.33 | |
| Domino's Pizza (DPZ) | 0.8 | $864k | 2.1k | 419.76 | |
| Home Depot (HD) | 0.6 | $630k | 1.6k | 388.99 | |
| O'reilly Automotive (ORLY) | 0.2 | $208k | 175.00 | 1185.80 | |
| Fair Isaac Corporation (FICO) | 0.0 | $44k | 22.00 | 1990.91 | |
| Lowe's Companies (LOW) | 0.0 | $494.000000 | 2.00 | 247.00 |
