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 Call Call Option | 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 | 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 Put Put Option | 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 | 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 N V | 1.5 | $1.7M | 4.0k | 424.84 | |
| Oracle Corp a-shares | 1.4 | $1.5M | 9.0k | 166.64 | |
| Lululemon Athletica | 1.3 | $1.4M | 3.6k | 382.41 | |
| Sea Sponsord Ads (SE) | 1.1 | $1.3M | 12k | 106.10 | |
| 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 | 0.6 | $630k | 1.6k | 388.99 | |
| O'reilly Automotive (ORLY) | 0.2 | $208k | 175.00 | 1185.80 | |
| Fair Isaac Corp | 0.0 | $44k | 22.00 | 1990.91 | |
| Lowe's Companies (LOW) | 0.0 | $494.000000 | 2.00 | 247.00 |
