13F-HR/A filed by Absoluto Partners Gestao de Recursos Ltda
Absoluto Partners Gestao de Recursos Ltda filed this 13F-HR/A for the quarter ended 2025-06-30, filed 2026-03-03, with 30 holding rows worth $164,030,310.
- Accession
- 0001013594-26-000321
- Filer
- CIK 1847566
- Filed
- 2026-03-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, amendment of type restatement, 30 entries on the cover page, a total value of $164,030,310 stated on the cover page (in dollars after the unit check, H1), rows summing to $164,030,310 with VALUE read as dollars as filed, 13F file number 028-21083. The quarter's positions are built on this report. 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 | 2,656,514 | $36,447,372 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 1,529,000 | $20,977,880 | dollars as filed | call |
| MERCADOLIBREINC | 58733R102 | STOK | 7,877 | $20,587,564 | dollars as filed | |
| XP INC CL A | G98239109 | Stock | 762,871 | $15,409,994 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 41,896 | $9,191,563 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,213 | $6,572,278 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 27,826 | $6,302,311 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 32,619 | $5,217,083 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,050 | $4,465,445 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 7,941 | $3,896,966 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 17,813 | $3,894,456 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,485 | $3,327,738 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,339 | $3,315,812 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 34,862 | $3,142,112 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,107 | $2,860,725 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 7,339 | $2,519,919 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 26,232 | $2,403,638 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,195 | $2,357,338 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 8,254 | $1,960,985 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 4,041 | $1,820,875 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 11,887 | $1,359,635 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,300 | $1,336,504 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 25,487 | $1,326,598 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,000 | $1,235,700 | dollars as filed | put |
| RH | 74967X103 | COM | 5,679 | $1,073,388 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 967 | $325,840 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 4,720 | $265,028 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 417 | $219,880 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 842 | $148,386 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 4,905 | $67,297 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001013594-25-001025 | superseded | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001013594-26-000321 | this filing | 2026-03-03 | acceptance time not in the bulk data set |