13F-HR filed by Absoluto Partners Gestao de Recursos Ltda
Absoluto Partners Gestao de Recursos Ltda filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 33 holding rows worth $182,614,790.
- Accession
- 0001013594-25-001421
- Filer
- CIK 1847566
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 35 entries on the cover page, a total value of $182,614,790 stated on the cover page (in dollars after the unit check, H1), rows summing to $182,614,792 with VALUE read as dollars as filed, 13F file number 028-21083. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 3,166,186 | $50,690,638 | dollars as filed | |
| NU HLDGS LTD | G6683N903 | CALL | 1,490,000 | $23,854,900 | dollars as filed | call |
| SPDR S&P 500 ETF TR | 78462F953 | PUT | 30,200 | $20,118,636 | dollars as filed | put |
| MERCADOLIBREINC | 58733R102 | STOK | 5,148 | $12,030,567 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 35,635 | $7,824,377 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,800 | $6,629,760 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 22,336 | $6,238,221 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 31,061 | $5,551,533 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 19,230 | $5,408,245 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 10,307 | $5,001,163 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,832 | $3,848,759 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 5,293 | $3,694,514 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 29,118 | $3,139,212 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 7,699 | $2,665,856 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 13,606 | $2,538,607 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 28,985 | $2,452,131 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,050 | $2,239,859 | dollars as filed | |
| RH | 74967X103 | COM | 11,018 | $2,238,417 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,542 | $2,014,725 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 41,824 | $1,771,246 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 11,254 | $1,740,994 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,575 | $1,561,814 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,252 | $1,501,048 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 8,182 | $1,462,369 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 22,806 | $1,318,187 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 3,491 | $1,316,945 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 4,887 | $1,262,605 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 977 | $899,114 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 6,541 | $793,096 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 5,156 | $532,873 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 851 | $191,943 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 626 | $59,076 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 48 | $23,362 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001013594-25-001421 | this filing | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001013594-26-000322 | base | 2026-03-03 | acceptance time not in the bulk data set |