ABSOLUTE GESTAO DE INVESTIMENTOS LTDA.

PrivateCIK: 1622610
Location

SAO PAULO, D5

74
Positions
$877.06M
Total AUM (reported)
21.74M
Total Shares

Allocation by class

TOTAL AUM$877.06M74 positions
COM$284.44M32.4%
MSCI EMG MKT ETF$117.23M13.4%
MSCI EAFE ETF$101.02M11.5%
SP ADR NON VTG$58.64M6.7%
COM NEW$51.96M5.9%
MSCI BRAZIL ETF$36.07M4.1%
CL A$35.56M4.1%

Portfolio Concentration

Top 335.3%4–1033.9%11–2523.8%Rest7.0%TOP 1069.2%0%100%
Top 3$309.48M35.3%
4–10$297.67M33.9%
11–25$208.93M23.8%
Rest$60.98M7.0%

Top 3 weight

35.3%

Top 10 weight

69.2%

Voting Authority Distribution

Total shares with voting rights: 21.74M

Sole

Full voting authority

21.74M

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)

Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:

ISHARES TR

SOLE
MSCI EMG MKT ETF
Shares2.06M
TypeSH
Market value$117.23M
13.37%
Sole
2.06M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares1.04M
TypeSH
Market value$101.02M
11.52%
Sole
1.04M
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
COM
Shares1.21M
TypeSH
Market value$91.24M
10.40%
Sole
1.21M
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares336.93K
TypeSH
Market value$68.69M
7.83%
Sole
336.93K
Shared
0.00
None
0.00

PETROLEO BRASILEIRO S A

SOLE
SP ADR NON VTG
Shares3.13M
TypeSH
Market value$58.64M
6.69%
Sole
3.13M
Shared
0.00
None
0.00

ALLIED GOLD CORP

SOLE
COM NEW
Shares1.66M
TypeSH
Market value$51.35M
5.86%
Sole
1.66M
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares939.58K
TypeSH
Market value$36.07M
4.11%
Sole
939.58K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI CDA ETF
Shares550K
TypeSH
Market value$30.13M
3.44%
Sole
550K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI AUST ETF
Shares985K
TypeSH
Market value$27.34M
3.12%
Sole
985K
Shared
0.00
None
0.00

PAMPA ENERGIA SA

SOLE
SPONS ADR LVL I
Shares287.38K
TypeSH
Market value$25.43M
2.90%
Sole
287.38K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
JP MRGAN EM LOC
Shares888.28K
TypeSH
Market value$22.30M
2.54%
Sole
888.28K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
COM
Shares300K
TypeSH
Market value$20.83M
2.37%
Sole
300K
Shared
0.00
None
0.00

APELLIS PHARMACEUTICALS INC

SOLE
COM
Shares450K
TypeSH
Market value$18.10M
2.06%
Sole
450K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares9.72K
TypeSH
Market value$16.80M
1.92%
Sole
9.72K
Shared
0.00
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
CL A
Shares699.57K
TypeSH
Market value$16.54M
1.89%
Sole
699.57K
Shared
0.00
None
0.00

KENVUE INC

SOLE
COM
Shares923.26K
TypeSH
Market value$15.92M
1.81%
Sole
923.26K
Shared
0.00
None
0.00

UNIFIRST CORP MASS

SOLE
COM
Shares57.95K
TypeSH
Market value$14.58M
1.66%
Sole
57.95K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares961.61K
TypeSH
Market value$13.82M
1.58%
Sole
961.61K
Shared
0.00
None
0.00

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares230K
TypeSH
Market value$12.13M
1.38%
Sole
230K
Shared
0.00
None
0.00

PAGSEGURO DIGITAL LTD

SOLE
COM CL A
Shares1.18M
TypeSH
Market value$11.77M
1.34%
Sole
1.18M
Shared
0.00
None
0.00

DLOCAL LTD

SOLE
CLASS A COM
Shares896.17K
TypeSH
Market value$11.62M
1.33%
Sole
896.17K
Shared
0.00
None
0.00

XP INC

SOLE
CL A
Shares584.58K
TypeSH
Market value$11.13M
1.27%
Sole
584.58K
Shared
0.00
None
0.00

GRUPO FINANCIERO GALICIA S.A

SOLE
SPONSORED ADR
Shares168.68K
TypeSH
Market value$7.88M
0.90%
Sole
168.68K
Shared
0.00
None
0.00

BANCO MACRO S A

SOLE
SPON ADR B
Shares101.01K
TypeSH
Market value$7.82M
0.89%
Sole
101.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares36.90K
TypeSH
Market value$7.69M
0.88%
Sole
36.90K
Shared
0.00
None
0.00
Page 1 of 3