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Size ($ in 1000's)
At 12/31/2023: $233,431 At 09/30/2023: $267,013
Absoluto Partners Gestao de Recursos Ltda holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Absoluto Partners Gestao de Recursos Ltda 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Absoluto Partners Gestao de Recursos Ltda top holdings by largest position size, as per the latest 13f filing made by Absoluto Partners Gestao de Recursos Ltda.
In the Absoluto Partners Gestao de Recursos Ltda-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Absoluto Partners Gestao de Recursos Ltda in that top holding, then the share count change between reporting periods, and finally the Absoluto Partners Gestao de Recursos Ltda top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
NU HLDGS LTD |
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$102,011 | Call | 6,272,000 | -298,000 | $52,246 | NU | 5,974,174 | -3,804,893 | $49,765 | MERCADOLIBRE INC |
32,818 |
-26,041 |
$51,575 | MELI | 32,818 | -26,041 | $51,575 | XP INC |
1,065,137 |
-378,438 |
$27,768 | XP | 1,065,137 | -378,438 | $27,768 | AMAZON COM INC |
52,862 |
-827 |
$8,032 | AMZN | 52,862 | -827 | $8,032 | VTEX |
1,148,174 |
+1,148,174 |
$7,899 | VTEX | 1,148,174 | +1,148,174 | $7,899 | MICROSOFT CORP |
11,786 |
-5,854 |
$4,432 | COM | 11,786 | +11,786 | $4,432 | META PLATFORMS INC |
11,394 |
-193 |
$4,033 | META | 11,394 | -193 | $4,033 | SALESFORCE INC |
11,556 |
+3,379 |
$3,041 | CRM | 11,556 | +3,379 | $3,041 | MASTERCARD INCORPORATED |
5,985 |
-1,670 |
$2,553 | MA | 5,985 | -1,670 | $2,553 | ALPHABET INC |
16,972 |
-11,413 |
$2,371 | GOOGL | 16,972 | -11,413 | $2,371 | DOMINOS PIZZA INC |
5,629 |
-1,050 |
$2,320 | DPZ | 5,629 | -1,050 | $2,320 | S&P GLOBAL INC |
5,261 |
+489 |
$2,318 | SPGI | 5,261 | +489 | $2,318 | VISA INC |
7,071 |
-1,937 |
$1,841 | V | 7,071 | -1,937 | $1,841 | NETFLIX INC |
3,704 |
+551 |
$1,803 | NFLX | 3,704 | +551 | $1,803 | LOWES COS INC |
6,323 |
+6,323 |
$1,407 | LOW | 6,323 | +6,323 | $1,407 | FAIR ISAAC CORP |
1,174 |
+1,174 |
$1,367 | COM | 1,174 | +1,174 | $1,367 | MCDONALDS CORP |
4,557 |
-1,104 |
$1,351 | MCD | 4,557 | -1,104 | $1,351 | HOME DEPOT INC |
3,828 |
+3,828 |
$1,327 | COM | 3,828 | +3,828 | $1,327 | NVIDIA CORPORATION |
2,367 |
+1,004 |
$1,172 | COM | 2,367 | +2,367 | $1,172 | LAUDER ESTEE COS INC |
7,325 |
+599 |
$1,071 | EL | 7,325 | +599 | $1,071 | SNOWFLAKE INC |
5,110 |
+5,110 |
$1,017 | SNOW | 5,110 | +5,110 | $1,017 | SERVICENOW INC |
1,430 |
-1,040 |
$1,010 | NOW | 1,430 | -1,040 | $1,010 | BUILDERS FIRSTSOURCE INC |
4,758 |
+4,758 |
$794 | COM | 4,758 | +4,758 | $794 | RH |
2,635 |
+2,635 |
$768 | COM | 2,635 | +2,635 | $768 |
See Full List: All Stocks Held By Absoluto Partners Gestao de Recursos Ltda
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Absoluto Partners Gestao de Recursos Ltda
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