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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 $164,030,310 across 30 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2026-03-03. Its ten largest share positions make up 78.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001013594-26-000321

Period
2025-06-30
Reported value
$164M
Holdings
30
Top 10 weight
78.96%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+1,701,234$23.3M
ORLYadded+33,404$3.01M
SEadded+12,628$2.02M
METAadded+2,351$1.74M
DGnew+11,887$1.36M

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-5,182-$13.5M
STNEexited-746,580-$7.82M
GOOGLreduced-18,118-$3.19M
SPGIreduced-2,558-$1.35M
RACEreduced-2,727-$1.34M

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, Q2 2025

Share positions as resolved from 13F-HR/A 0001013594-26-000321, largest first. % of portfolio is the value over $141,816,730, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,469 shares; 2024Q4: not reported; 2025Q1: 955,280 shares; 2025Q2: 2,656,514 shares 2,656,514$36.4M25.7%+1,701,234Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 16,258 shares; 2025Q1: 13,059 shares; 2025Q2: 7,877 shares 7,877$20.6M14.52%-5,182Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739,138 shares; 2024Q4: 657,982 shares; 2025Q1: 811,519 shares; 2025Q2: 762,871 shares 762,871$15.4M10.87%-48,648Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 35,354 shares; 2025Q1: 41,727 shares; 2025Q2: 41,896 shares 41,896$9.19M6.48%+169Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,239 shares; 2024Q4: 10,126 shares; 2025Q1: 11,776 shares; 2025Q2: 13,213 shares 13,213$6.57M4.63%+1,437Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,842 shares; 2024Q4: 19,808 shares; 2025Q1: 22,975 shares; 2025Q2: 27,826 shares 27,826$6.3M4.44%+4,851Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,866 shares; 2025Q1: 19,991 shares; 2025Q2: 32,619 shares 32,619$5.22M3.68%+12,628Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,577 shares; 2025Q1: 3,699 shares; 2025Q2: 6,050 shares 6,050$4.47M3.15%+2,351Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 10,668 shares; 2025Q2: 7,941 shares 7,941$3.9M2.75%-2,727Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,998 shares; 2025Q1: 15,089 shares; 2025Q2: 17,813 shares 17,813$3.89M2.75%+2,724Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,491 shares; 2025Q1: 2,323 shares; 2025Q2: 2,485 shares 2,485$3.33M2.35%+162Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 6,718 shares; 2025Q1: 7,575 shares; 2025Q2: 9,339 shares 9,339$3.32M2.34%+1,764Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 175 shares; 2025Q1: 1,458 shares; 2025Q2: 34,862 shares 34,862$3.14M2.22%+33,404Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 14,751 shares; 2025Q1: 13,869 shares; 2025Q2: 18,107 shares 18,107$2.86M2.02%+4,238Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 8,024 shares; 2025Q1: 8,960 shares; 2025Q2: 7,339 shares 7,339$2.52M1.78%-1,621Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 21,038 shares; 2025Q1: 29,947 shares; 2025Q2: 26,232 shares 26,232$2.4M1.69%-3,715Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,407 shares; 2025Q1: 3,640 shares; 2025Q2: 4,195 shares 4,195$2.36M1.66%+555Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,618 shares; 2025Q1: 7,083 shares; 2025Q2: 8,254 shares 8,254$1.96M1.38%+1,171Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,058 shares; 2025Q1: 2,642 shares; 2025Q2: 4,041 shares 4,041$1.82M1.28%+1,399Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,887 shares 11,887$1.36M0.96%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 1,714 shares; 2025Q1: 1,359 shares; 2025Q2: 1,300 shares 1,300$1.34M0.94%-59Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,487 shares 25,487$1.33M0.94%newTimeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: 4,214 shares; 2025Q2: 5,679 shares 5,679$1.07M0.76%+1,465Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares 967$326K0.23%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,507 shares; 2025Q2: 4,720 shares 4,720$265K0.19%-18,787Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 4,140 shares; 2025Q1: 2,975 shares; 2025Q2: 417 shares 417$220K0.16%-2,558Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 18,830 shares; 2025Q1: 18,960 shares; 2025Q2: 842 shares 842$148K0.1%-18,118Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares 4,905$67.3K0.05%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 Acall1,529,000$21M-258,500
SPYSTATE STR SPDR S&P 500 ETF T SHSput2,000$1.24M-5,600

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
STNESTONECO LTD746,580$7.82Mshares
HDHOME DEPOT INC2,436$893Kshares
LOWLOWES COS INC579$135Kshares
FICOFAIR ISAAC CORP22$40.6Kshares
QQQINVESCO QQQ TR16$7.5Kshares

How Q2 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 0001013594-25-001025 superseded2025-08-14acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000321 baserestatement2026-03-03acceptance time not in the bulk data set