Filed: 11/14/2025ACC: 0001013594-25-001421
📋 What this filing means
ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $182.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$182.61M
Total AUM (reported)
5.05M
Total Shares
Allocation by class
COM$58.06M31.8%
ORD SHS CL A$50.69M27.8%
CALL$23.85M13.1%
PUT$20.12M11.0%
SPONSORED ADS$7.70M4.2%
CL A$5.57M3.1%
SPONSORD ADS$5.55M3.0%
Portfolio Concentration
Top 3$94.66M51.8%
4–10$48.68M26.7%
11–25$34.19M18.7%
Rest$5.08M2.8%
Top 3 weight
51.8%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 5.05M
Sole
Full voting authority
5.05M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
NU HLDGS LTD
SOLEShares3.17M
TypeSH
Market value$50.69M
27.76%
Sole
3.17M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.49M
TypeSH
Market value$23.85M
13.06%
Sole
1.49M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares30.20K
TypeSH
Market value$20.12M
11.02%
Sole
30.20K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares5.15K
TypeSH
Market value$12.03M
6.59%
Sole
5.15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares35.63K
TypeSH
Market value$7.82M
4.28%
Sole
35.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.80K
TypeSH
Market value$6.63M
3.63%
Sole
12.80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares22.34K
TypeSH
Market value$6.24M
3.42%
Sole
22.34K
Shared
0.00
None
0.00
SEA LTD
SOLEShares31.06K
TypeSH
Market value$5.55M
3.04%
Sole
31.06K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares19.23K
TypeSH
Market value$5.41M
2.96%
Sole
19.23K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares10.31K
TypeSH
Market value$5.00M
2.74%
Sole
10.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.83K
TypeSH
Market value$3.85M
2.11%
Sole
15.83K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares5.29K
TypeSH
Market value$3.69M
2.02%
Sole
5.29K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares29.12K
TypeSH
Market value$3.14M
1.72%
Sole
29.12K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares7.70K
TypeSH
Market value$2.67M
1.46%
Sole
7.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares13.61K
TypeSH
Market value$2.54M
1.39%
Sole
13.61K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares28.98K
TypeSH
Market value$2.45M
1.34%
Sole
28.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.05K
TypeSH
Market value$2.24M
1.23%
Sole
3.05K
Shared
0.00
None
0.00
RH
SOLEShares11.02K
TypeSH
Market value$2.24M
1.23%
Sole
11.02K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares3.54K
TypeSH
Market value$2.01M
1.10%
Sole
3.54K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares41.82K
TypeSH
Market value$1.77M
0.97%
Sole
41.82K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares11.25K
TypeSH
Market value$1.74M
0.95%
Sole
11.25K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.58K
TypeSH
Market value$1.56M
0.86%
Sole
4.58K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares1.25K
TypeSH
Market value$1.50M
0.82%
Sole
1.25K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares8.18K
TypeSH
Market value$1.46M
0.80%
Sole
8.18K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares22.81K
TypeSH
Market value$1.32M
0.72%
Sole
22.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 3.17M | SH | $50.69M 27.76% | 3.17M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | CALL | 1.49M | SH | $23.85M 13.06% | 1.49M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | PUT | 30.20K | SH | $20.12M 11.02% | 30.20K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 5.15K | SH | $12.03M 6.59% | 5.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.63K | SH | $7.82M 4.28% | 35.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.80K | SH | $6.63M 3.63% | 12.80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 22.34K | SH | $6.24M 3.42% | 22.34K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 31.06K | SH | $5.55M 3.04% | 31.06K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 19.23K | SH | $5.41M 2.96% | 19.23K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 10.31K | SH | $5.00M 2.74% | 10.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.83K | SH | $3.85M 2.11% | 15.83K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 5.29K | SH | $3.69M 2.02% | 5.29K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 29.12K | SH | $3.14M 1.72% | 29.12K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 7.70K | SH | $2.67M 1.46% | 7.70K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.61K | SH | $2.54M 1.39% | 13.61K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 28.98K | SH | $2.45M 1.34% | 28.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.05K | SH | $2.24M 1.23% | 3.05K | 0.00 | 0.00 |
RHSOLE | COM | 11.02K | SH | $2.24M 1.23% | 11.02K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 3.54K | SH | $2.01M 1.10% | 3.54K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 41.82K | SH | $1.77M 0.97% | 41.82K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 11.25K | SH | $1.74M 0.95% | 11.25K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.58K | SH | $1.56M 0.86% | 4.58K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.25K | SH | $1.50M 0.82% | 1.25K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 8.18K | SH | $1.46M 0.80% | 8.18K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 22.81K | SH | $1.32M 0.72% | 22.81K | 0.00 | 0.00 |
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