Absoluto Partners Gestao de Recursos Ltda Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$110.4B
Holdings
29
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 16,258 | $27.6B | 25.04% | |
| 2 | NUNU HLDGS LTD | 2,015,500 | $20.9B | 18.91% | Call |
| 3 | XPXP INC | 657,982 | $7.8B | 7.06% | |
| 4 | AMZNAMAZON COM INC | 35,354 | $7.8B | 7.03% | |
| 5 | MSFTMICROSOFT CORP | 10,126 | $4.3B | 3.87% | |
| 6 | VTEXVTEX | 674,355 | $4.0B | 3.60% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 19,808 | $3.9B | 3.54% | |
| 8 | GOOGLALPHABET INC | 18,830 | $3.6B | 3.23% | |
| 9 | SHWSHERWIN WILLIAMS CO | 8,024 | $2.7B | 2.47% | |
| 10 | NFLXNETFLIX INC | 2,491 | $2.2B | 2.01% | |
| 11 | SPYSPDR S&P 500 ETF TR | 3,700 | $2.2B | 1.96% | Put |
| 12 | VVISA INC | 6,718 | $2.1B | 1.92% | |
| 13 | METAMETA PLATFORMS INC | 3,577 | $2.1B | 1.90% | |
| 14 | SPGIS&P GLOBAL INC | 4,140 | $2.1B | 1.87% | |
| 15 | NVDANVIDIA CORPORATION | 14,751 | $2.0B | 1.79% | |
| 16 | SBUXSTARBUCKS CORP | 21,038 | $1.9B | 1.74% | |
| 17 | NOWSERVICENOW INC | 1,714 | $1.8B | 1.65% | |
| 18 | MAMASTERCARD INCORPORATED | 3,407 | $1.8B | 1.62% | |
| 19 | RACEFERRARI N V | 4,014 | $1.7B | 1.54% | |
| 20 | ORCLORACLE CORP | 8,998 | $1.5B | 1.36% | |
| 21 | LULULULULEMON ATHLETICA INC | 3,618 | $1.4B | 1.25% | |
| 22 | SESEA LTD | 11,866 | $1.3B | 1.14% | |
| 23 | RHRH | 2,908 | $1.1B | 1.04% | |
| 24 | CRMSALESFORCE INC | 2,886 | $964.9M | 0.87% | |
| 25 | DPZDOMINOS PIZZA INC | 2,058 | $863.9M | 0.78% | |
| 26 | HDHOME DEPOT INC | 1,620 | $630.2M | 0.57% | |
| 27 | ORLYOREILLY AUTOMOTIVE INC | 175 | $207.5M | 0.19% | |
| 28 | FICOFAIR ISAAC CORP | 22 | $43.8M | 0.04% | |
| 29 | LOWLOWES COS INC | 2 | $494K | 0.00% |