Filed: 5/15/2025ACC: 0001013594-25-000662
📋 What this filing means
ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $132.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$132.85M
Total AUM (reported)
4.58M
Total Shares
Allocation by class
COM$65.38M49.2%
CALL$18.30M13.8%
CL A$15.29M11.5%
ORD SHS CL A$9.78M7.4%
COM CL CA$7.82M5.9%
PUT$4.25M3.2%
SPONSORED ADS$3.81M2.9%
Portfolio Concentration
Top 3$54.94M41.4%
4–10$42.60M32.1%
11–25$32.17M24.2%
Rest$3.15M2.4%
Top 3 weight
41.4%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 4.58M
Sole
Full voting authority
4.58M
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
MERCADOLIBRE INC
SOLEShares13.06K
TypeSH
Market value$25.48M
19.18%
Sole
13.06K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.79M
TypeSH
Market value$18.30M
13.78%
Sole
1.79M
Shared
0.00
None
0.00
XP INC
SOLEShares811.52K
TypeSH
Market value$11.16M
8.40%
Sole
811.52K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares955.28K
TypeSH
Market value$9.78M
7.36%
Sole
955.28K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.73K
TypeSH
Market value$7.94M
5.98%
Sole
41.73K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares746.58K
TypeSH
Market value$7.82M
5.89%
Sole
746.58K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares10.67K
TypeSH
Market value$4.56M
3.44%
Sole
10.67K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.78K
TypeSH
Market value$4.42M
3.33%
Sole
11.78K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares7.60K
TypeSH
Market value$4.25M
3.20%
Sole
3.80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares22.98K
TypeSH
Market value$3.81M
2.87%
Sole
22.98K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares8.96K
TypeSH
Market value$3.13M
2.36%
Sole
8.96K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares29.95K
TypeSH
Market value$2.94M
2.21%
Sole
29.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares18.96K
TypeSH
Market value$2.93M
2.21%
Sole
18.96K
Shared
0.00
None
0.00
VISA INC
SOLEShares7.58K
TypeSH
Market value$2.65M
2.00%
Sole
7.58K
Shared
0.00
None
0.00
SEA LTD
SOLEShares19.99K
TypeSH
Market value$2.61M
1.96%
Sole
19.99K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.32K
TypeSH
Market value$2.17M
1.63%
Sole
2.32K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.70K
TypeSH
Market value$2.13M
1.60%
Sole
3.70K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares15.09K
TypeSH
Market value$2.11M
1.59%
Sole
15.09K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares1.46K
TypeSH
Market value$2.09M
1.57%
Sole
1.46K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares7.08K
TypeSH
Market value$2.00M
1.51%
Sole
7.08K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares3.64K
TypeSH
Market value$2.00M
1.50%
Sole
3.64K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares2.98K
TypeSH
Market value$1.51M
1.14%
Sole
2.98K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares13.87K
TypeSH
Market value$1.50M
1.13%
Sole
13.87K
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares2.64K
TypeSH
Market value$1.21M
0.91%
Sole
2.64K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares23.51K
TypeSH
Market value$1.18M
0.89%
Sole
23.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 13.06K | SH | $25.48M 19.18% | 13.06K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | CALL | 1.79M | SH | $18.30M 13.78% | 1.79M | 0.00 | 0.00 |
XP INCSOLE | CL A | 811.52K | SH | $11.16M 8.40% | 811.52K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 955.28K | SH | $9.78M 7.36% | 955.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.73K | SH | $7.94M 5.98% | 41.73K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL CA | 746.58K | SH | $7.82M 5.89% | 746.58K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 10.67K | SH | $4.56M 3.44% | 10.67K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.78K | SH | $4.42M 3.33% | 11.78K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | PUT | 7.60K | SH | $4.25M 3.20% | 3.80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 22.98K | SH | $3.81M 2.87% | 22.98K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 8.96K | SH | $3.13M 2.36% | 8.96K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 29.95K | SH | $2.94M 2.21% | 29.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 18.96K | SH | $2.93M 2.21% | 18.96K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.58K | SH | $2.65M 2.00% | 7.58K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 19.99K | SH | $2.61M 1.96% | 19.99K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.32K | SH | $2.17M 1.63% | 2.32K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.70K | SH | $2.13M 1.60% | 3.70K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 15.09K | SH | $2.11M 1.59% | 15.09K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 1.46K | SH | $2.09M 1.57% | 1.46K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 7.08K | SH | $2.00M 1.51% | 7.08K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 3.64K | SH | $2.00M 1.50% | 3.64K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 2.98K | SH | $1.51M 1.14% | 2.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.87K | SH | $1.50M 1.13% | 13.87K | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 2.64K | SH | $1.21M 0.91% | 2.64K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 23.51K | SH | $1.18M 0.89% | 23.51K | 0.00 | 0.00 |
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