Absoluto Partners Gestao de Recursos Ltda

Q2 2025 13F Holdings

  • Location
    leblon, rio de janeiro, rj, D5
  • Num holdings

    30

  • Value ($000)

    $164,030

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001847566
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NU
NU

NU HLDGS LTD

ORD SHS CL A
$36.45M
22 %

2,656,514

---

NU HLDGS LTD

CALL
$20.98M
13 %

1,529,000

call
MELI
MELI

MERCADOLIBRE INC

COM
$20.59M
13 %

7,877

---

XP INC

CL A
$15.41M
9 %

762,871

AMZN
AMZN

AMAZON COM INC

COM
$9.19M
6 %

41,896

MSFT
MSFT

MICROSOFT CORP

COM
$6.57M
4 %

13,213

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$6.30M
4 %

27,826

SE
SE

SEA LTD

SPONSORD ADS
$5.22M
3 %

32,619

META
META

META PLATFORMS INC

CL A
$4.47M
3 %

6,050

---

FERRARI N V

COM
$3.90M
2 %

7,941

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