Skip to content

Absoluto Partners Gestao de Recursos Ltda

Follow

13F filer, CIK 1847566, LEBLON, RIO DE JANEIRO, RJ, Brazil

Absoluto Partners Gestao de Recursos Ltda reported $99,615,968 across 3 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000898

Period
2026-06-30
Reported value
$99.6M
Holdings
3
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+1,387,640$18.5M
MELIadded+4,054$6.88M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001013594-26-000898, largest first. % of portfolio is the value over $85,587,968, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087,469 shares; 2024Q4: not reported; 2025Q1: 955,280 shares; 2025Q2: 2,656,514 shares; 2025Q3: 3,166,186 shares; 2025Q4: 3,008,189 shares; 2026Q1: 4,245,926 shares; 2026Q2: 5,633,566 shares 5,633,566$75.3M87.94%+1,387,640Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,452 shares; 2024Q4: 16,258 shares; 2025Q1: 13,059 shares; 2025Q2: 7,877 shares; 2025Q3: 5,148 shares; 2025Q4: 12,433 shares; 2026Q1: 2,028 shares; 2026Q2: 6,082 shares 6,082$10.3M12.06%+4,054Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
NU HLDGS LTDNU HLDGS LTD CALLcall1,050,000$14Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MERCADOLIBRE INCMERCADOLIBRE INC12,800$22.1Mcall

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013594-26-000898 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001013594-26-000898 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001013594-26-000591 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000321 Quarter ended 2025-06-302026-03-03acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000320 Quarter ended 2025-03-312026-03-03acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000322 Quarter ended 2025-09-302026-03-03acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000319 Quarter ended 2024-12-312026-03-03acceptance time not in the bulk data set
13F-HR 0001013594-26-000273 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set
13F-HR 0001013594-25-001421 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001013594-25-001025 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001013594-25-000662 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001013594-25-000292 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001013594-24-000959 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR/A 0001013594-24-000958 Quarter ended 2024-06-302024-11-14acceptance time not in the bulk data set
13F-HR 0001013594-24-000653 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001013594-24-000475 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001013594-24-000167 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001013594-23-000918 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001013594-23-000669 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001013594-23-000480 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001013594-23-000172 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001567619-22-019705 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001567619-22-015940 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR/A 0001567619-22-013459 Quarter ended 2022-03-312022-06-28acceptance time not in the bulk data set
13F-HR/A 0001567619-22-011087 Quarter ended 2022-03-312022-05-17acceptance time not in the bulk data set
13F-HR 0001567619-22-010716 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001567619-22-003890 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001567619-21-020154 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001567619-21-015610 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR/A 0001567619-21-015809 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001567619-21-010315 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001567619-21-005266 Quarter ended 2020-12-312021-03-02acceptance time not in the bulk data set