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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 $86,651,866 across 3 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000591

Period
2026-03-31
Reported value
$86.7M
Holdings
3
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+1,237,737$17.8M

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-10,405-$18M

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 2026

Share positions as resolved from 13F-HR 0001013594-26-000591, largest first. % of portfolio is the value over $64,520,410, 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; 2024Q2: restricted; 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 4,245,926$61M94.57%+1,237,737Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,028$3.51M5.43%-10,405Timeline

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
MERCADOLIBRE INCMERCADOLIBRE INC CALLcall12,800$22.1Mnew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
NUNU HLDGS LTD990,000$16.6Mcall
MELIMERCADOLIBRE INC4,800$9.67Mcall

How Q1 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 0001013594-26-000591 base2026-05-15acceptance time not in the bulk data set