Absoluto Partners Gestao de Recursos Ltda Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$132.8B
Holdings
31
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 13,059 | $25.5B | 19.18% | |
| 2 | NUNU HLDGS LTD | 1,787,500 | $18.3B | 13.78% | Call |
| 3 | XPXP INC | 811,519 | $11.2B | 8.40% | |
| 4 | NUNU HLDGS LTD | 955,280 | $9.8B | 7.36% | |
| 5 | AMZNAMAZON COM INC | 41,727 | $7.9B | 5.98% | |
| 6 | STNESTONECO LTD | 746,580 | $7.8B | 5.89% | |
| 7 | RACEFERRARI N V | 10,668 | $4.6B | 3.44% | |
| 8 | MSFTMICROSOFT CORP | 11,776 | $4.4B | 3.33% | |
| 9 | SPYSPDR S&P 500 ETF TR | 7,600 | $4.3B | 3.20% | Put |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 22,975 | $3.8B | 2.87% | |
| 11 | SHWSHERWIN WILLIAMS CO | 8,960 | $3.1B | 2.36% | |
| 12 | SBUXSTARBUCKS CORP | 29,947 | $2.9B | 2.21% | |
| 13 | GOOGLALPHABET INC | 18,960 | $2.9B | 2.21% | |
| 14 | VVISA INC | 7,575 | $2.7B | 2.00% | |
| 15 | SESEA LTD | 19,991 | $2.6B | 1.96% | |
| 16 | NFLXNETFLIX INC | 2,323 | $2.2B | 1.63% | |
| 17 | METAMETA PLATFORMS INC | 3,699 | $2.1B | 1.60% | |
| 18 | ORCLORACLE CORP | 15,089 | $2.1B | 1.59% | |
| 19 | ORLYOREILLY AUTOMOTIVE INC | 1,458 | $2.1B | 1.57% | |
| 20 | LULULULULEMON ATHLETICA INC | 7,083 | $2.0B | 1.51% | |
| 21 | MAMASTERCARD INCORPORATED | 3,640 | $2.0B | 1.50% | |
| 22 | SPGIS&P GLOBAL INC | 2,975 | $1.5B | 1.14% | |
| 23 | NVDANVIDIA CORPORATION | 13,869 | $1.5B | 1.13% | |
| 24 | DPZDOMINOS PIZZA INC | 2,642 | $1.2B | 0.91% | |
| 25 | CMGCHIPOTLE MEXICAN GRILL INC | 23,507 | $1.2B | 0.89% | |
| 26 | NOWSERVICENOW INC | 1,359 | $1.1B | 0.81% | |
| 27 | RHRH | 4,214 | $987.8M | 0.74% | |
| 28 | HDHOME DEPOT INC | 2,436 | $892.8M | 0.67% | |
| 29 | LOWLOWES COS INC | 579 | $135.0M | 0.10% | |
| 30 | FICOFAIR ISAAC CORP | 22 | $40.6M | 0.03% | |
| 31 | NDQINVESCO QQQ TR | 16 | $7.5M | 0.01% |