Absolute Gestao de Investimentos Ltda.
Net seller this quarter
$994M
31
-$162M
29.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| EA | $59.7M | 6.00% | Not reported | -13.7% | Q3 2025 |
| WBS | $49.7M | 5.00% | 0.40% | +116.9% | Q1 2026 |
| NUVL | $43.2M | 4.35% | 11.18% | New | Q2 2026 |
 PBR.A | $37.8M | 3.80% | Not reported | -17.5% | Q1 2026 |
| APGE | $27.2M | 2.74% | 0.27% | New | Q2 2026 |
 PAM | $18.3M | 1.84% | 0.02% | -22.6% | Q4 2024 |
 KVUE | $17.6M | 1.77% | 0.05% | Not reported | Q3 2025 |
| GTLS | $15.6M | 1.57% | 0.16% | Not reported | Q3 2025 |
 AAUC | $12.3M | 1.24% | 0.42% | -68.7% | Q1 2026 |
 CNXT | $11.1M | 1.12% | 0.18% | New | Q2 2026 |
 OGN | $9.01M | 0.91% | 0.25% | New | Q2 2026 |
 ROKU | $8.43M | 0.85% | 0.04% | New | Q2 2026 |
 DLO | $4.74M | 0.48% | 0.12% | -59.3% | Q4 2023 |
 CCO | $3.8M | 0.38% | 0.31% | New | Q2 2026 |
 AUGO | $3.49M | 0.35% | 0.07% | +1379.1% | Q1 2026 |
 BMA | $3.29M | 0.33% | 0.01% | -64.9% | Q4 2024 |
| ESPR | $3.15M | 0.32% | 0.39% | New | Q2 2026 |
 CEPU | $2.95M | 0.30% | 0.01% | -30.7% | Q1 2026 |
 TEO | $2.9M | 0.29% | Not reported | +156.7% | Q1 2026 |
 UNF | $2.23M | 0.22% | 0.04% | -85.4% | Q1 2026 |
 VIST | $2.23M | 0.22% | 0.04% | Not reported | Q1 2025 |
 TSM | $2.15M | 0.22% | 0.00% | -78.8% | Q2 2024 |
 KKR | $2.07M | 0.21% | 0.00% | -51.4% | Q4 2023 |
 AMZN | $1.91M | 0.19% | 0.00% | -78.3% | Q4 2023 |
 MSFT | $1.87M | 0.19% | 0.00% | New | Q2 2026 |
 AGBK | $1.86M | 0.19% | Not reported | +403.5% | Q1 2026 |
 GOOGL | $1.79M | 0.18% | 0.00% | -50.0% | Q4 2023 |
 TGS | $1.53M | 0.15% | 0.01% | New | Q2 2026 |
 ZETA | $984K | 0.10% | Not reported | Not reported | Q2 2025 |
 SBS | $876K | 0.09% | 0.00% | Not reported | Q3 2025 |
 BRZE | $325K | 0.03% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| HOLX | $91.2M | 10.40% | 0.54% | +91.4% | Q4 2025 |
| EA | $68.7M | 7.83% | Not reported | -49.5% | Q3 2025 |
| PBR.A | $58.6M | 6.69% | Not reported | New | Q1 2026 |
| AAUC | $51.4M | 5.86% | 1.33% | New | Q1 2026 |
| PAM | $25.4M | 2.90% | 0.02% | +198.1% | Q4 2024 |
| WBS | $20.8M | 2.37% | 0.19% | New | Q1 2026 |
| APLS | $18.1M | 2.06% | 0.35% | New | Q1 2026 |
 MELI | $16.8M | 1.92% | 0.02% | Not reported | Q4 2023 |
| CWAN | $16.5M | 1.89% | Not reported | New | Q1 2026 |
| KVUE | $15.9M | 1.81% | 0.05% | Not reported | Q3 2025 |
| UNF | $14.6M | 1.66% | 0.29% | New | Q1 2026 |
 NU | $13.8M | 1.58% | Not reported | +802.1% | Q4 2023 |
| TERN | $12.1M | 1.38% | 0.20% | New | Q1 2026 |
 PAGS | $11.8M | 1.34% | 0.45% | +224.2% | Q4 2023 |
| DLO | $11.6M | 1.33% | 0.30% | Not reported | Q4 2023 |
 XP | $11.1M | 1.27% | Not reported | -74.2% | Q3 2024 |
 GGAL | $7.88M | 0.90% | Not reported | Not reported | Q4 2024 |
| BMA | $7.82M | 0.89% | 0.02% | Not reported | Q4 2024 |
| AMZN | $7.69M | 0.88% | 0.00% | +96.0% | Q4 2023 |
| TSM | $7.16M | 0.82% | 0.00% | +135.4% | Q2 2024 |
| CEPU | $4.81M | 0.55% | 0.02% | New | Q1 2026 |
| KKR | $4.28M | 0.49% | 0.01% | Not reported | Q4 2023 |
| GOOGL | $2.88M | 0.33% | 0.00% | +42.9% | Q4 2023 |
 MU | $2.87M | 0.33% | 0.00% | Not reported | Q1 2025 |
 JPM | $2.65M | 0.30% | 0.00% | Not reported | Q2 2024 |
 META | $2M | 0.23% | Not reported | Not reported | Q4 2023 |
| UDMY | $1.65M | 0.19% | 0.24% | New | Q1 2026 |
 LOMA | $1.64M | 0.19% | 0.03% | +72.6% | Q4 2025 |
 STNE | $1.25M | 0.14% | Not reported | -74.5% | Q1 2024 |
 FSK | $1.17M | 0.13% | 0.04% | New | Q1 2026 |
 ALK | $1.05M | 0.12% | 0.03% | -34.5% | Q4 2025 |
| TEO | $1.02M | 0.12% | Not reported | New | Q1 2026 |
 SNDK | $506K | 0.06% | 0.00% | New | Q1 2026 |
 ABEV | $413K | 0.05% | 0.00% | Not reported | Q4 2025 |
 IRS | $405K | 0.05% | 0.00% | Not reported | Q1 2025 |
 TSLA | $381K | 0.04% | 0.00% | New | Q1 2026 |
| AGBK | $380K | 0.04% | Not reported | New | Q1 2026 |
 COHR | $355K | 0.04% | 0.00% | +34.1% | Q4 2025 |
 HYMC | $342K | 0.04% | 0.01% | New | Q1 2026 |
 SSRM | $340K | 0.04% | 0.01% | New | Q1 2026 |
 AG | $336K | 0.04% | 0.00% | New | Q1 2026 |
 SVM | $333K | 0.04% | 0.01% | New | Q1 2026 |
 CIEN | $318K | 0.04% | 0.00% | New | Q1 2026 |
 GLW | $314K | 0.04% | 0.00% | New | Q1 2026 |
 LITE | $313K | 0.04% | 0.00% | -51.8% | Q4 2025 |
 EQX | $312K | 0.04% | 0.00% | New | Q1 2026 |
| AUGO | $306K | 0.03% | 0.00% | New | Q1 2026 |
 SCZM | $303K | 0.03% | Not reported | New | Q1 2026 |
 IAG | $302K | 0.03% | 0.00% | New | Q1 2026 |
 CDE | $287K | 0.03% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GTLS | $186M | 19.42% | 2.00% | +104.4% | Q3 2025 |
| EA | $136M | 14.24% | Not reported | +733.1% | Q3 2025 |
| DAY | $89.9M | 9.39% | 0.81% | New | Q4 2025 |
 EXK | $66.2M | 6.92% | 0.25% | New | Q4 2025 |
| HOLX | $47M | 4.91% | 0.28% | New | Q4 2025 |
| XP | $37M | 3.87% | Not reported | +108.6% | Q3 2024 |
| AL | $28.7M | 2.99% | 0.40% | New | Q4 2025 |
| CSGS | $10.3M | 1.07% | 0.47% | New | Q4 2025 |
| PAM | $8.53M | 0.89% | 0.01% | -7.8% | Q4 2024 |
 WBD | $5.19M | 0.54% | 0.01% | New | Q4 2025 |
| STNE | $5.14M | 0.54% | Not reported | Not reported | Q1 2024 |
| AMZN | $4.35M | 0.45% | 0.00% | +253.4% | Q4 2023 |
| PAGS | $3.49M | 0.37% | 0.14% | Not reported | Q4 2023 |
 SIG | $2.79M | 0.29% | 0.08% | New | Q4 2025 |
| TSM | $2.74M | 0.29% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $2.19M | 0.23% | 0.00% | Not reported | Q4 2023 |
| ALK | $2.18M | 0.23% | 0.04% | New | Q4 2025 |
 VTEX | $2.17M | 0.23% | Not reported | Not reported | Q4 2023 |
 JBS | $2.16M | 0.23% | Not reported | New | Q4 2025 |
 STAA | $2.08M | 0.22% | 0.18% | New | Q4 2025 |
| NU | $1.78M | 0.19% | Not reported | -91.5% | Q4 2023 |
 ARCO | $1.13M | 0.12% | 0.07% | Not reported | Q4 2023 |
| LOMA | $1.11M | 0.12% | 0.01% | New | Q4 2025 |
 TEVA | $961K | 0.10% | 0.00% | New | Q4 2025 |
| GOOG | $941K | 0.10% | Not reported | Not reported | Q4 2023 |
 PBR | $863K | 0.09% | 0.00% | Not reported | Q1 2024 |
 OLN | $692K | 0.07% | 0.03% | -26.2% | Q3 2025 |
| ABEV | $349K | 0.04% | 0.00% | New | Q4 2025 |
| LITE | $341K | 0.04% | 0.00% | New | Q4 2025 |
 IREN | $308K | 0.03% | 0.00% | Not reported | Q2 2025 |
 BE | $272K | 0.03% | 0.00% | New | Q4 2025 |
 CLS | $263K | 0.03% | 0.00% | New | Q4 2025 |
 CIFR | $263K | 0.03% | 0.00% | New | Q4 2025 |
 WULF | $243K | 0.03% | 0.01% | New | Q4 2025 |
| COHR | $205K | 0.02% | 0.00% | New | Q4 2025 |
 CLSK | $200K | 0.02% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| GTLS | $88.2M | 11.47% | 0.98% | New | Q3 2025 |
 EMXC | $48.3M | 6.28% | Not reported | New | Q3 2025 |
| VRNA | $44.1M | 5.74% | 0.06% | New | Q3 2025 |
| MRUS | $31.1M | 4.05% | 0.44% | New | Q3 2025 |
 SSL | $24.5M | 3.18% | Not reported | New | Q3 2025 |
| COOP | $23.7M | 3.08% | Not reported | -30.8% | Q2 2025 |
 TECK | $20.6M | 2.68% | Not reported | Not reported | Q4 2023 |
| XP | $20.4M | 2.65% | Not reported | +39.0% | Q3 2024 |
| NU | $20M | 2.60% | Not reported | Not reported | Q4 2023 |
| EA | $16.1M | 2.10% | Not reported | New | Q3 2025 |
| WNS | $15.3M | 1.99% | 0.47% | New | Q3 2025 |
 NVDA | $11.2M | 1.46% | 0.00% | Not reported | Q1 2024 |
 NSC | $9.91M | 1.29% | 0.01% | New | Q3 2025 |
 ARIS | $7.41M | 0.96% | 0.18% | New | Q3 2025 |
| PAM | $6.28M | 0.82% | 0.01% | +151.7% | Q4 2024 |
| AVDX | $4.5M | 0.58% | 0.22% | New | Q3 2025 |
| FYBR | $3.2M | 0.42% | Not reported | -88.0% | Q4 2024 |
 VALE | $2.17M | 0.28% | 0.01% | Not reported | Q4 2023 |
 NEM | $1.69M | 0.22% | 0.00% | New | Q3 2025 |
| SBS | $1.49M | 0.19% | 0.01% | New | Q3 2025 |
| AMZN | $1.17M | 0.15% | 0.00% | -27.3% | Q4 2023 |
| OLN | $1.12M | 0.15% | 0.04% | New | Q3 2025 |
| KVUE | $1.05M | 0.14% | 0.00% | New | Q3 2025 |
 TIGO | $1.01M | 0.13% | 0.01% | Not reported | Q2 2025 |
 SCCO | $1.01M | 0.13% | 0.00% | New | Q3 2025 |
 BBD | $733K | 0.10% | 0.01% | New | Q3 2025 |