Investor Details
| Filer Name: | ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA |
|---|---|
| CIK: | 1847566 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 29 |
| Portfolio Value: | $0.09B |
Absoluto Partners Gestao De Recursos Ltda Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MELI | US | MERCADOLIBRE INC | 16,258 | $28M | 25.04% | -1.2% | - |
| G6683N903 | - | NU HLDGS LTD | 2,015,500 | $21M | 18.91% | 100.0% | Call |
| XP | US | XP INC - CLASS A | 657,982 | $8M | 7.06% | -62.2% | - |
| AMZN | US | AMAZON.COM INC | 35,354 | $8M | 7.03% | -3.8% | - |
| 059491810 | - | MICROSOFT CORP | 10,126 | $4M | 3.87% | 100.0% | - |
| VTEX | US | VTEX -CLASS A | 674,355 | $4M | 3.60% | -36.9% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 19,808 | $4M | 3.54% | -0.2% | - |
| GOOGL | US | ALPHABET INC-CL A | 18,830 | $4M | 3.23% | -18.0% | - |
| SHW | US | SHERWIN-WILLIAMS CO/THE | 8,024 | $3M | 2.47% | -12.8% | - |
| NFLX | US | NETFLIX INC | 2,491 | $2M | 2.01% | 5.0% | - |
| 078462F95 | - | SPDR S&P 500 ETF TR | 3,700 | $2M | 1.96% | 100.0% | Put |
| V | US | VISA INC-CLASS A SHARES | 6,718 | $2M | 1.92% | 82.6% | - |
| META | US | META PLATFORMS INC-CLASS A | 3,577 | $2M | 1.90% | -14.6% | - |
| SPGI | US | S&P GLOBAL INC | 4,140 | $2M | 1.87% | -21.7% | - |
| 067066G10 | - | NVIDIA CORPORATION | 14,751 | $2M | 1.79% | 100.0% | - |
| SBUX | US | STARBUCKS CORP | 21,038 | $2M | 1.74% | 11.8% | - |
| NOW | US | SERVICENOW INC | 1,714 | $2M | 1.65% | -23.3% | - |
| MA | US | MASTERCARD INC - A | 3,407 | $2M | 1.62% | -8.3% | - |
| 0N3167Y10 | - | FERRARI N V | 4,014 | $2M | 1.54% | 100.0% | - |
| 068389X10 | - | ORACLE CORP | 8,998 | $1M | 1.36% | 100.0% | - |