ABSOLUTE GESTAO DE INVESTIMENTOS LTDA.

PrivateCIK: 1622610
Location

SAO PAULO, D5

41
Positions
$994.08M
Total AUM (reported)
24.37M
Total Shares

Allocation by class

TOTAL AUM$994.08M41 positions
CALL$622.30M62.6%
COM$228.09M22.9%
SP ADR NON VTG$37.78M3.8%
SPONS ADR LVL I$18.28M1.8%
COM NEW$12.32M1.2%
CHINE INNOV ETF$11.15M1.1%
PUT$9.07M0.9%

Portfolio Concentration

Top 358.9%4–1027.4%11–2511.3%Rest2.4%TOP 1086.3%0%100%
Top 3$585.30M58.9%
4–10$272.43M27.4%
11–25$112.83M11.3%
Rest$23.52M2.4%

Top 3 weight

58.9%

Top 10 weight

86.3%

Voting Authority Distribution

Total shares with voting rights: 24.37M

Sole

Full voting authority

24.37M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:

ISHARES INC

SOLE
CALL
Shares8.50M
TypeSH
Market value$293.25M
29.50%
Sole
8.50M
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
CALL
Shares4.29M
TypeSH
Market value$229.72M
23.11%
Sole
4.29M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CALL
Shares600K
TypeSH
Market value$62.33M
6.27%
Sole
600K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares290.93K
TypeSH
Market value$59.65M
6.00%
Sole
290.93K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
COM
Shares650.62K
TypeSH
Market value$49.72M
5.00%
Sole
650.62K
Shared
0.00
None
0.00

NUVALENT INC

SOLE
COM
Shares350K
TypeSH
Market value$43.23M
4.35%
Sole
350K
Shared
0.00
None
0.00

PETROLEO BRASILEIRO S A

SOLE
SP ADR NON VTG
Shares2.58M
TypeSH
Market value$37.78M
3.80%
Sole
2.58M
Shared
0.00
None
0.00

STATE STR SPDR DOW JONES IND

SOLE
CALL
Shares70K
TypeSH
Market value$36.57M
3.68%
Sole
70K
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
COM
Shares205K
TypeSH
Market value$27.21M
2.74%
Sole
205K
Shared
0.00
None
0.00

PAMPA ENERGIA SA

SOLE
SPONS ADR LVL I
Shares222.57K
TypeSH
Market value$18.28M
1.84%
Sole
222.57K
Shared
0.00
None
0.00

KENVUE INC

SOLE
COM
Shares923.26K
TypeSH
Market value$17.64M
1.77%
Sole
923.26K
Shared
0.00
None
0.00

CHART INDS INC

SOLE
COM
Shares74.72K
TypeSH
Market value$15.61M
1.57%
Sole
74.72K
Shared
0.00
None
0.00

ALLIED GOLD CORP

SOLE
COM NEW
Shares518.97K
TypeSH
Market value$12.32M
1.24%
Sole
518.97K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
CHINE INNOV ETF
Shares178.59K
TypeSH
Market value$11.15M
1.12%
Sole
178.59K
Shared
0.00
None
0.00

ORGANON & CO

SOLE
COMMON STOCK
Shares665.23K
TypeSH
Market value$9.01M
0.91%
Sole
665.23K
Shared
0.00
None
0.00

ROKU INC

SOLE
COM CL A
Shares61K
TypeSH
Market value$8.43M
0.85%
Sole
61K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
PUT
Shares10K
TypeSH
Market value$7.36M
0.74%
Sole
10K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI JAPAN ETF
Shares75K
TypeSH
Market value$7.00M
0.70%
Sole
75K
Shared
0.00
None
0.00

DLOCAL LTD

SOLE
CLASS A COM
Shares364.51K
TypeSH
Market value$4.74M
0.48%
Sole
364.51K
Shared
0.00
None
0.00

CLEAR CHANNEL OUTDOOR HLDGS

SOLE
COM
Shares1.57M
TypeSH
Market value$3.80M
0.38%
Sole
1.57M
Shared
0.00
None
0.00

AURA MINERALS INC

SOLE
SHS NEW
Shares55.47K
TypeSH
Market value$3.49M
0.35%
Sole
55.47K
Shared
0.00
None
0.00

BANCO MACRO S A

SOLE
SPON ADR B
Shares35.51K
TypeSH
Market value$3.29M
0.33%
Sole
35.51K
Shared
0.00
None
0.00

ESPERION THERAPEUTICS INC NE

SOLE
COM
Shares997K
TypeSH
Market value$3.15M
0.32%
Sole
997K
Shared
0.00
None
0.00

CENTRAL PUERTO S A

SOLE
SPONSORED ADR
Shares198.38K
TypeSH
Market value$2.95M
0.30%
Sole
198.38K
Shared
0.00
None
0.00

TELECOM ARGENTINA SA

SOLE
SPON ADR REP B
Shares222.92K
TypeSH
Market value$2.90M
0.29%
Sole
222.92K
Shared
0.00
None
0.00
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