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Absoluto Partners Gestao de Recursos Ltda

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

Absoluto Partners Gestao de Recursos Ltda reported $132,847,115 across 31 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2026-03-03. Its ten largest share positions make up 73.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001013594-26-000320

Period
2025-03-31
Reported value
$133M
Holdings
31
Top 10 weight
73.48%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUnew+955,280$9.78M
STNEnew+746,580$7.82M
RACEadded+6,654$2.85M
XPadded+153,537$2.11M
ORLYadded+1,283$1.84M

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

SecurityShares changeApprox. value
MELIreduced-3,199-$6.24M
VTEXexited-674,355-$3.97M
CRMexited-2,886-$965K
SPGIreduced-1,165-$592K
NOWreduced-355-$283K

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, Q1 2025

Share positions as resolved from 13F-HR/A 0001013594-26-000320, largest first. % of portfolio is the value over $110,291,751, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 16,258 shares; 2025Q1: 13,059 shares 13,059$25.5M23.1%-3,199Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739,138 shares; 2024Q4: 657,982 shares; 2025Q1: 811,519 shares 811,519$11.2M10.12%+153,537Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,469 shares; 2024Q4: not reported; 2025Q1: 955,280 shares 955,280$9.78M8.87%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 35,354 shares; 2025Q1: 41,727 shares 41,727$7.94M7.2%+6,373Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 746,580 shares 746,580$7.82M7.09%newTimeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 10,668 shares 10,668$4.56M4.14%+6,654Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,239 shares; 2024Q4: 10,126 shares; 2025Q1: 11,776 shares 11,776$4.42M4.01%+1,650Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,842 shares; 2024Q4: 19,808 shares; 2025Q1: 22,975 shares 22,975$3.81M3.46%+3,167Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 8,024 shares; 2025Q1: 8,960 shares 8,960$3.13M2.84%+936Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 21,038 shares; 2025Q1: 29,947 shares 29,947$2.94M2.66%+8,909Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 18,830 shares; 2025Q1: 18,960 shares 18,960$2.93M2.66%+130Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 6,718 shares; 2025Q1: 7,575 shares 7,575$2.65M2.41%+857Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,866 shares; 2025Q1: 19,991 shares 19,991$2.61M2.37%+8,125Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,491 shares; 2025Q1: 2,323 shares 2,323$2.17M1.96%-168Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,577 shares; 2025Q1: 3,699 shares 3,699$2.13M1.93%+122Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,998 shares; 2025Q1: 15,089 shares 15,089$2.11M1.91%+6,091Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 175 shares; 2025Q1: 1,458 shares 1,458$2.09M1.89%+1,283Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,618 shares; 2025Q1: 7,083 shares 7,083$2M1.82%+3,465Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,407 shares; 2025Q1: 3,640 shares 3,640$2M1.81%+233Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 4,140 shares; 2025Q1: 2,975 shares 2,975$1.51M1.37%-1,165Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 14,751 shares; 2025Q1: 13,869 shares 13,869$1.5M1.36%-882Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,058 shares; 2025Q1: 2,642 shares 2,642$1.21M1.1%+584Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,507 shares 23,507$1.18M1.07%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 1,714 shares; 2025Q1: 1,359 shares 1,359$1.08M0.98%-355Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: 4,214 shares 4,214$988K0.9%+1,306Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 1,620 shares; 2025Q1: 2,436 shares 2,436$893K0.81%+816Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 2 shares; 2025Q1: 579 shares 579$135K0.12%+577Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 22 shares; 2025Q1: 22 shares 22$40.6K0.04%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares 16$7.5K0.01%newTimeline

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
NUNU HLDGS LTD ORD SHS CL Acall1,787,500$18.3M-228,000
SPYSTATE STR SPDR S&P 500 ETF T SHSput7,600$4.25M+3,900

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
VTEXVTEX674,355$3.97Mshares
CRMSALESFORCE INC2,886$965Kshares

How Q1 2025 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 0001013594-25-000662 superseded2025-05-15acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000320 baserestatement2026-03-03acceptance time not in the bulk data set