Absoluto Partners Gestao de Recursos Ltda
Net buyer this quarter
$99.6M
2
+$25.4M
85.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NU | $75.3M | 75.55% | Not reported | +32.7% | Q4 2021 |
 MELI | $10.3M | 10.36% | 0.01% | +199.9% | Q4 2020 |
| Q1 2026 | |||||
| NU | $61M | 70.41% | Not reported | +41.2% | Q4 2021 |
| MELI | $3.51M | 4.05% | 0.00% | -83.7% | Q4 2020 |
| Q4 2025 | |||||
| NU | $50.8M | 49.71% | Not reported | -5.0% | Q4 2021 |
| MELI | $25.1M | 24.60% | 0.02% | +141.5% | Q4 2020 |
| Q3 2025 | |||||
| NU | $50.7M | 27.76% | Not reported | +19.2% | Q4 2021 |
| MELI | $12M | 6.59% | 0.01% | -34.7% | Q4 2020 |
 AMZN | $7.82M | 4.28% | 0.00% | -14.9% | Q4 2020 |
 MSFT | $6.63M | 3.63% | 0.00% | -3.1% | Q4 2021 |
 TSM | $6.24M | 3.42% | 0.00% | -19.7% | Q2 2024 |
 SE | $5.55M | 3.04% | 0.02% | -4.8% | Q4 2020 |
 ORCL | $5.41M | 2.96% | 0.00% | +8.0% | Q4 2024 |
 RACE | $5M | 2.74% | 0.01% | +29.8% | Q4 2024 |
 GOOGL | $3.85M | 2.11% | 0.00% | +1780.3% | Q4 2020 |
 SPOT | $3.69M | 2.02% | 0.00% | New | Q3 2025 |
 ORLY | $3.14M | 1.72% | 0.00% | -16.5% | Q1 2022 |
 SHW | $2.67M | 1.46% | 0.00% | +4.9% | Q3 2024 |
 NVDA | $2.54M | 1.39% | 0.00% | -24.9% | Q3 2023 |
 SBUX | $2.45M | 1.34% | 0.00% | +10.5% | Q4 2020 |
 META | $2.24M | 1.23% | Not reported | -49.6% | Q4 2020 |
 RH | $2.24M | 1.23% | 0.06% | +94.0% | Q4 2024 |
 MA | $2.01M | 1.10% | 0.00% | -15.6% | Q4 2020 |
 ONON | $1.77M | 0.97% | 0.01% | +64.1% | Q2 2025 |
 FIVE | $1.74M | 0.95% | 0.02% | Not reported | Q4 2020 |
 V | $1.56M | 0.86% | 0.00% | -51.0% | Q4 2020 |
 NFLX | $1.5M | 0.82% | 0.00% | -49.6% | Q1 2021 |
 BABA | $1.46M | 0.80% | 0.00% | New | Q3 2025 |
 GIL | $1.32M | 0.72% | 0.02% | New | Q3 2025 |
 CVNA | $1.32M | 0.72% | Not reported | +261.0% | Q2 2025 |
 TTWO | $1.26M | 0.69% | 0.00% | -0.4% | Q2 2025 |
 NOW | $899K | 0.49% | 0.00% | -24.9% | Q4 2020 |
 BLDR | $793K | 0.43% | 0.01% | Not reported | Q1 2024 |
 DG | $533K | 0.29% | 0.00% | -56.6% | Q3 2021 |
 SNOW | $192K | 0.11% | 0.00% | Not reported | Q4 2021 |
 DLTR | $59.1K | 0.03% | 0.00% | Not reported | Q2 2022 |
 SPGI | $23.4K | 0.01% | 0.00% | -88.5% | Q1 2023 |