Absoluto Partners Gestao de Recursos Ltda Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$182.6B
Holdings
33
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 3,166,186 | $50.7B | 27.76% | |
| 2 | NUNU HLDGS LTD | 1,490,000 | $23.9B | 13.06% | Call |
| 3 | SPYSPDR S&P 500 ETF TR | 30,200 | $20.1B | 11.02% | Put |
| 4 | MLB1MERCADOLIBRE INC | 5,148 | $12.0B | 6.59% | |
| 5 | AMZNAMAZON COM INC | 35,635 | $7.8B | 4.28% | |
| 6 | MSFTMICROSOFT CORP | 12,800 | $6.6B | 3.63% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 22,336 | $6.2B | 3.42% | |
| 8 | SESEA LTD | 31,061 | $5.6B | 3.04% | |
| 9 | ORCLORACLE CORP | 19,230 | $5.4B | 2.96% | |
| 10 | RACEFERRARI N V | 10,307 | $5.0B | 2.74% | |
| 11 | GOOGLALPHABET INC | 15,832 | $3.8B | 2.11% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 5,293 | $3.7B | 2.02% | |
| 13 | ORLYOREILLY AUTOMOTIVE INC | 29,118 | $3.1B | 1.72% | |
| 14 | SHWSHERWIN WILLIAMS CO | 7,699 | $2.7B | 1.46% | |
| 15 | NVDANVIDIA CORPORATION | 13,606 | $2.5B | 1.39% | |
| 16 | SBUXSTARBUCKS CORP | 28,985 | $2.5B | 1.34% | |
| 17 | METAMETA PLATFORMS INC | 3,050 | $2.2B | 1.23% | |
| 18 | RHRH | 11,018 | $2.2B | 1.23% | |
| 19 | MAMASTERCARD INCORPORATED | 3,542 | $2.0B | 1.10% | |
| 20 | ONONON HLDG AG | 41,824 | $1.8B | 0.97% | |
| 21 | FIVEFIVE BELOW INC | 11,254 | $1.7B | 0.95% | |
| 22 | VVISA INC | 4,575 | $1.6B | 0.86% | |
| 23 | NFLXNETFLIX INC | 1,252 | $1.5B | 0.82% | |
| 24 | BABAALIBABA GROUP HLDG LTD | 8,182 | $1.5B | 0.80% | |
| 25 | GILGILDAN ACTIVEWEAR INC | 22,806 | $1.3B | 0.72% | |
| 26 | CVNACARVANA CO | 3,491 | $1.3B | 0.72% | |
| 27 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,887 | $1.3B | 0.69% | |
| 28 | NOWSERVICENOW INC | 977 | $899.1M | 0.49% | |
| 29 | BLDRBUILDERS FIRSTSOURCE INC | 6,541 | $793.1M | 0.43% | |
| 30 | DGDOLLAR GEN CORP NEW | 5,156 | $532.9M | 0.29% | |
| 31 | SNOWSNOWFLAKE INC | 851 | $191.9M | 0.11% | |
| 32 | DLTRDOLLAR TREE INC | 626 | $59.1M | 0.03% | |
| 33 | SPGIS&P GLOBAL INC | 48 | $23.4M | 0.01% |