Absoluto Partners Gestao de Recursos Ltda Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$164.0B
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 2,656,514 | $36.4B | 22.22% | |
| 2 | NUNU HLDGS LTD | 1,529,000 | $21.0B | 12.79% | Call |
| 3 | MLB1MERCADOLIBRE INC | 7,877 | $20.6B | 12.55% | |
| 4 | XPXP INC | 762,871 | $15.4B | 9.39% | |
| 5 | AMZNAMAZON COM INC | 41,896 | $9.2B | 5.60% | |
| 6 | MSFTMICROSOFT CORP | 13,213 | $6.6B | 4.01% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,826 | $6.3B | 3.84% | |
| 8 | SESEA LTD | 32,619 | $5.2B | 3.18% | |
| 9 | METAMETA PLATFORMS INC | 6,050 | $4.5B | 2.72% | |
| 10 | RACEFERRARI N V | 7,941 | $3.9B | 2.38% | |
| 11 | ORCLORACLE CORP | 17,813 | $3.9B | 2.37% | |
| 12 | NFLXNETFLIX INC | 2,485 | $3.3B | 2.03% | |
| 13 | VVISA INC | 9,339 | $3.3B | 2.02% | |
| 14 | ORLYOREILLY AUTOMOTIVE INC | 34,862 | $3.1B | 1.92% | |
| 15 | NVDANVIDIA CORPORATION | 18,107 | $2.9B | 1.74% | |
| 16 | SHWSHERWIN WILLIAMS CO | 7,339 | $2.5B | 1.54% | |
| 17 | SBUXSTARBUCKS CORP | 26,232 | $2.4B | 1.47% | |
| 18 | MAMASTERCARD INCORPORATED | 4,195 | $2.4B | 1.44% | |
| 19 | LULULULULEMON ATHLETICA INC | 8,254 | $2.0B | 1.20% | |
| 20 | DPZDOMINOS PIZZA INC | 4,041 | $1.8B | 1.11% | |
| 21 | DGDOLLAR GEN CORP NEW | 11,887 | $1.4B | 0.83% | |
| 22 | NOWSERVICENOW INC | 1,300 | $1.3B | 0.81% | |
| 23 | ONONON HLDG AG | 25,487 | $1.3B | 0.81% | |
| 24 | SPYSPDR S&P 500 ETF TR | 2,000 | $1.2B | 0.75% | Put |
| 25 | RHRH | 5,679 | $1.1B | 0.65% | |
| 26 | CVNACARVANA CO | 967 | $325.8M | 0.20% | |
| 27 | CMGCHIPOTLE MEXICAN GRILL INC | 4,720 | $265.0M | 0.16% | |
| 28 | SPGIS&P GLOBAL INC | 417 | $219.9M | 0.13% | |
| 29 | GOOGLALPHABET INC | 842 | $148.4M | 0.09% | |
| 30 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,905 | $67.3M | 0.04% |