Absoluto Partners Gestao de Recursos Ltda

Q3 2025 13F Holdings

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

    33

  • Value ($000)

    $182,615

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NU

NU HLDGS LTD

ORD SHS CL A
$50.69M
28 %

3,166,186

---

NU HLDGS LTD

CALL
$23.85M
13 %

1,490,000

call
---

SPDR S&P 500 ETF TR

PUT
$20.12M
11 %

30,200

put
M
MELI

MERCADOLIBRE INC

COM
$12.03M
7 %

5,148

A
AMZN

AMAZON COM INC

COM
$7.82M
4 %

35,635

M
MSFT

MICROSOFT CORP

COM
$6.63M
4 %

12,800

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$6.24M
3 %

22,336

S
SE

SEA LTD

SPONSORD ADS
$5.55M
3 %

31,061

O
ORCL

ORACLE CORP

COM
$5.41M
3 %

19,230

---

FERRARI N V

COM
$5.00M
3 %

10,307

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