Absoluto Partners Gestao de Recursos as of June 30, 2025
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 22.2 | $36M | 2.7M | 13.72 | |
| Nu Hldgs Call Call Option | 12.8 | $21M | 1.5M | 13.72 | |
| MercadoLibre (MELI) | 12.6 | $21M | 7.9k | 2613.63 | |
| XP Cl A (XP) | 9.4 | $15M | 763k | 20.20 | |
| Amazon (AMZN) | 5.6 | $9.2M | 42k | 219.39 | |
| Microsoft Corporation (MSFT) | 4.0 | $6.6M | 13k | 497.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.8 | $6.3M | 28k | 226.49 | |
| Sea Sponsord Ads (SE) | 3.2 | $5.2M | 33k | 159.94 | |
| Meta Platforms Cl A (META) | 2.7 | $4.5M | 6.1k | 738.09 | |
| Ferrari Nv Ord (RACE) | 2.4 | $3.9M | 7.9k | 490.74 | |
| Oracle Corporation (ORCL) | 2.4 | $3.9M | 18k | 218.63 | |
| Netflix (NFLX) | 2.0 | $3.3M | 2.5k | 1339.13 | |
| Visa Com Cl A (V) | 2.0 | $3.3M | 9.3k | 355.05 | |
| O'reilly Automotive (ORLY) | 1.9 | $3.1M | 35k | 90.13 | |
| NVIDIA Corporation (NVDA) | 1.7 | $2.9M | 18k | 157.99 | |
| Sherwin-Williams Company (SHW) | 1.5 | $2.5M | 7.3k | 343.36 | |
| Starbucks Corporation (SBUX) | 1.5 | $2.4M | 26k | 91.63 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $2.4M | 4.2k | 561.94 | |
| Lululemon Athletica (LULU) | 1.2 | $2.0M | 8.3k | 237.58 | |
| Domino's Pizza (DPZ) | 1.1 | $1.8M | 4.0k | 450.60 | |
| Dollar General (DG) | 0.8 | $1.4M | 12k | 114.38 | |
| Servicenow (NOW) | 0.8 | $1.3M | 1.3k | 1028.08 | |
| On Hldg Namen Akt A (ONON) | 0.8 | $1.3M | 26k | 52.05 | |
| Spdr S&p 500 Etf Tr Put Put Option | 0.8 | $1.2M | 2.0k | 617.85 | |
| Rh (RH) | 0.7 | $1.1M | 5.7k | 189.01 | |
| Carvana Cl A (CVNA) | 0.2 | $326k | 967.00 | 336.96 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $265k | 4.7k | 56.15 | |
| S&p Global (SPGI) | 0.1 | $220k | 417.00 | 527.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $148k | 842.00 | 176.23 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $67k | 4.9k | 13.72 |
