Absoluto Partners Gestao de Recursos Ltda

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

Absoluto Partners Gestao de Recursos Ltda reported $163,241,498 across 28 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 85.2% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001013594-24-000959

Period: 2024-09-30
Reported value: $163M
Holdings: 28
Top 10 weight: 85.2%
New: 6
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
XPadded	+869,685	$15.6M
SHWnew	+9,202	$3.51M
SBUXnew	+18,820	$1.83M
METAadded	+3,014	$1.73M
NVDAadded	+13,097	$1.59M

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

Security	Shares change	Approx. value
NUreduced	-4,420,277	-$60.3M
MELIreduced	-14,435	-$29.6M
FICOreduced	-898	-$1.75M
SPGIreduced	-2,662	-$1.38M
Vreduced	-4,502	-$1.24M

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.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001013594-24-000959, largest first. % of portfolio is the value over $133,064,605, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MELIMERCADOLIBRE INC	16,452	$33.8M	25.37%	-14,435	Timeline
XPXP INC	1,739,138	$31.2M	23.45%	+869,685	Timeline
NUNU HLDGS LTD	1,087,469	$14.8M	11.16%	-4,420,277	Timeline
VTEXVTEX	1,068,622	$7.95M	5.97%	-42,930	Timeline
AMZNAMAZON COM INC	36,751	$6.85M	5.15%	-6,062	Timeline
MSFTMICROSOFT CORP	12,239	$5.27M	3.96%	+243	Timeline
GOOGLALPHABET INC	22,968	$3.81M	2.86%	-6,460	Timeline
SHWSHERWIN WILLIAMS CO	9,202	$3.51M	2.64%	new	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	19,842	$3.45M	2.59%	+6,107	Timeline
SPGIS&P GLOBAL INC	5,288	$2.73M	2.05%	-2,662	Timeline
METAMETA PLATFORMS INC	4,189	$2.4M	1.8%	+3,014	Timeline
NOWSERVICENOW INC	2,235	$2M	1.5%	-1,215	Timeline
HDHOME DEPOT INC	4,835	$1.96M	1.47%	+47	Timeline
NVDANVIDIA CORPORATION	15,655	$1.9M	1.43%	+13,097	Timeline
LOWLOWES COS INC	6,788	$1.84M	1.38%	+968	Timeline
MAMASTERCARD INCORPORATED	3,717	$1.84M	1.38%	-1,073	Timeline
SBUXSTARBUCKS CORP	18,820	$1.83M	1.38%	new	Timeline
NFLXNETFLIX INC.	2,372	$1.68M	1.26%	-850	Timeline
BLDRBUILDERS FIRSTSOURCE INC	6,863	$1.33M	1%	+712	Timeline
DPZDOMINOS PIZZA INC	2,950	$1.27M	0.95%	-1,071	Timeline
VVISA INC	3,680	$1.01M	0.76%	-4,502	Timeline
CRMSALESFORCE INC	1,431	$392K	0.29%	-2,411	Timeline
FICOFAIR ISAAC CORP	78	$152K	0.11%	-898	Timeline
ORLYOREILLY AUTOMOTIVE INC	71	$81.8K	0.06%	-12	Timeline
BKEBUCKLE INC	273	$12K	0.01%	new	Timeline
ZZILLOW GROUP INC	17	$1.08K	<0.01%	new	Timeline

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).

Security	Type	Amount	Value	Change
NUNU HLDGS LTD ORD SHS CL A	call	2,151,000	$29.4M	new
XRTSPDR SERIES TRUST ETF	put	10,500	$816K	new

Sold out in Q3 2024

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

Security	Shares before	Value before	Type
SESEA LTD	2,451	$175K	shares
ELFE L F BEAUTY INC	60	$12.6K	shares

How Q3 2024 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).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001013594-24-000959	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC