Absoluto Partners Gestao de Recursos as of March 31, 2025
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 19.2 | $26M | 13k | 1950.87 | |
| Nu Hldgs Call Call Option | 13.8 | $18M | 1.8M | 10.24 | |
| XP Cl A (XP) | 8.4 | $11M | 812k | 13.75 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.4 | $9.8M | 955k | 10.24 | |
| Amazon (AMZN) | 6.0 | $7.9M | 42k | 190.26 | |
| Stoneco Com Cl Ca (STNE) | 5.9 | $7.8M | 747k | 10.48 | |
| Ferrari Nv Ord (RACE) | 3.4 | $4.6M | 11k | 427.88 | |
| Microsoft Corporation (MSFT) | 3.3 | $4.4M | 12k | 375.39 | |
| Spdr S&p 500 Etf Tr Put Put Option | 3.2 | $4.3M | 7.6k | 559.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $3.8M | 23k | 166.00 | |
| Sherwin-Williams Company (SHW) | 2.4 | $3.1M | 9.0k | 349.19 | |
| Starbucks Corporation (SBUX) | 2.2 | $2.9M | 30k | 98.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.9M | 19k | 154.64 | |
| Visa Com Cl A (V) | 2.0 | $2.7M | 7.6k | 350.46 | |
| Sea Sponsord Ads (SE) | 2.0 | $2.6M | 20k | 130.49 | |
| Netflix (NFLX) | 1.6 | $2.2M | 2.3k | 932.53 | |
| Meta Platforms Cl A (META) | 1.6 | $2.1M | 3.7k | 576.36 | |
| Oracle Corporation (ORCL) | 1.6 | $2.1M | 15k | 139.81 | |
| O'reilly Automotive (ORLY) | 1.6 | $2.1M | 1.5k | 1432.58 | |
| Lululemon Athletica (LULU) | 1.5 | $2.0M | 7.1k | 283.06 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.0M | 3.6k | 548.12 | |
| S&p Global (SPGI) | 1.1 | $1.5M | 3.0k | 508.10 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.5M | 14k | 108.38 | |
| Domino's Pizza (DPZ) | 0.9 | $1.2M | 2.6k | 459.45 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $1.2M | 24k | 50.21 | |
| Servicenow (NOW) | 0.8 | $1.1M | 1.4k | 796.14 | |
| Rh (RH) | 0.7 | $988k | 4.2k | 234.41 | |
| Home Depot (HD) | 0.7 | $893k | 2.4k | 366.49 | |
| Lowe's Companies (LOW) | 0.1 | $135k | 579.00 | 233.23 | |
| Fair Isaac Corporation (FICO) | 0.0 | $41k | 22.00 | 1844.18 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $7.5k | 16.00 | 468.94 |
