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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 $182,614,776 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR/A filed 2026-03-03. Its ten largest share positions make up 77.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001013594-26-000322

Period
2025-09-30
Reported value
$183M
Holdings
33
Top 10 weight
77.12%
New
7
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+509,672$8.16M
SPOTnew+5,293$3.69M
GOOGLadded+14,990$3.64M
FIVEnew+11,254$1.74M
BABAnew+8,182$1.46M

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
XPexited-762,871-$15.4M
MELIreduced-2,729-$6.38M
METAreduced-3,000-$2.2M
LULUexited-8,254-$1.96M
DPZexited-4,041-$1.82M

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 2025

Share positions as resolved from 13F-HR/A 0001013594-26-000322, largest first. % of portfolio is the value over $138,641,240, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,469 shares; 2024Q4: not reported; 2025Q1: 955,280 shares; 2025Q2: 2,656,514 shares; 2025Q3: 3,166,186 shares 3,166,186$50.7M36.56%+509,672Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 16,258 shares; 2025Q1: 13,059 shares; 2025Q2: 7,877 shares; 2025Q3: 5,148 shares 5,148$12M8.68%-2,729Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 35,354 shares; 2025Q1: 41,727 shares; 2025Q2: 41,896 shares; 2025Q3: 35,635 shares 35,635$7.82M5.64%-6,261Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,239 shares; 2024Q4: 10,126 shares; 2025Q1: 11,776 shares; 2025Q2: 13,213 shares; 2025Q3: 12,800 shares 12,800$6.63M4.78%-413Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,842 shares; 2024Q4: 19,808 shares; 2025Q1: 22,975 shares; 2025Q2: 27,826 shares; 2025Q3: 22,336 shares 22,336$6.24M4.5%-5,490Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,866 shares; 2025Q1: 19,991 shares; 2025Q2: 32,619 shares; 2025Q3: 31,061 shares 31,061$5.55M4%-1,558Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,998 shares; 2025Q1: 15,089 shares; 2025Q2: 17,813 shares; 2025Q3: 19,230 shares 19,230$5.41M3.9%+1,417Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 10,668 shares; 2025Q2: 7,941 shares; 2025Q3: 10,307 shares 10,307$5M3.61%+2,366Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 18,830 shares; 2025Q1: 18,960 shares; 2025Q2: 842 shares; 2025Q3: 15,832 shares 15,832$3.85M2.78%+14,990Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,293 shares 5,293$3.69M2.66%newTimeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 175 shares; 2025Q1: 1,458 shares; 2025Q2: 34,862 shares; 2025Q3: 29,118 shares 29,118$3.14M2.26%-5,744Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 8,024 shares; 2025Q1: 8,960 shares; 2025Q2: 7,339 shares; 2025Q3: 7,699 shares 7,699$2.67M1.92%+360Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 14,751 shares; 2025Q1: 13,869 shares; 2025Q2: 18,107 shares; 2025Q3: 13,606 shares 13,606$2.54M1.83%-4,501Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 21,038 shares; 2025Q1: 29,947 shares; 2025Q2: 26,232 shares; 2025Q3: 28,985 shares 28,985$2.45M1.77%+2,753Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,577 shares; 2025Q1: 3,699 shares; 2025Q2: 6,050 shares; 2025Q3: 3,050 shares 3,050$2.24M1.62%-3,000Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: 4,214 shares; 2025Q2: 5,679 shares; 2025Q3: 11,018 shares 11,018$2.24M1.61%+5,339Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,407 shares; 2025Q1: 3,640 shares; 2025Q2: 4,195 shares; 2025Q3: 3,542 shares 3,542$2.01M1.45%-653Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,487 shares; 2025Q3: 41,824 shares 41,824$1.77M1.28%+16,337Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,254 shares 11,254$1.74M1.26%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 6,718 shares; 2025Q1: 7,575 shares; 2025Q2: 9,339 shares; 2025Q3: 4,575 shares 4,575$1.56M1.13%-4,764Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,491 shares; 2025Q1: 2,323 shares; 2025Q2: 2,485 shares; 2025Q3: 1,252 shares 1,252$1.5M1.08%-1,233Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,182 shares 8,182$1.46M1.05%newTimeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,806 shares 22,806$1.32M0.95%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 3,491 shares 3,491$1.32M0.95%+2,524Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 4,887 shares 4,887$1.26M0.91%-18Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 1,714 shares; 2025Q1: 1,359 shares; 2025Q2: 1,300 shares; 2025Q3: 977 shares 977$899K0.65%-323Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,541 shares 6,541$793K0.57%newTimeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,887 shares; 2025Q3: 5,156 shares 5,156$533K0.38%-6,731Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares 851$192K0.14%newTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares 626$59.1K0.04%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 4,140 shares; 2025Q1: 2,975 shares; 2025Q2: 417 shares; 2025Q3: 48 shares 48$23.4K0.02%-369Timeline

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 Acall1,490,000$23.9M-39,000
SPYSTATE STR SPDR S&P 500 ETF T SHSput30,200$20.1M+28,200

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
XPXP INC762,871$15.4Mshares
LULULULULEMON ATHLETICA INC8,254$1.96Mshares
DPZDOMINOS PIZZA INC4,041$1.82Mshares
CMGCHIPOTLE MEXICAN GRILL INC4,720$265Kshares

How Q3 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 0001013594-25-001421 superseded2025-11-14acceptance time not in the bulk data set
13F-HR/A 0001013594-26-000322 baserestatement2026-03-03acceptance time not in the bulk data set