Absoluto Partners Gestao de Recursos as of March 31, 2023
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 24 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 37.3 | $95M | 72k | 1318.06 | |
| Nu Hldgs Ord Shs Cl A (NU) | 35.9 | $91M | 19M | 4.76 | |
| XP Cl A (XP) | 8.8 | $22M | 1.9M | 11.87 | |
| Nike CL B (NKE) | 1.9 | $4.8M | 39k | 122.64 | |
| Amazon (AMZN) | 1.7 | $4.2M | 41k | 103.29 | |
| Microsoft Corporation (MSFT) | 1.5 | $3.8M | 13k | 288.30 | |
| Visa Com Cl A (V) | 1.5 | $3.8M | 17k | 225.46 | |
| Meli Kaszek Pioneer Corp Class A Ord | 1.4 | $3.6M | 355k | 10.20 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $3.1M | 8.6k | 363.41 | |
| Lauder Estee Cos Cl A (EL) | 1.1 | $2.9M | 12k | 246.46 | |
| McDonald's Corporation (MCD) | 1.1 | $2.8M | 10k | 279.61 | |
| Meta Platforms Cl A (META) | 1.1 | $2.7M | 13k | 211.94 | |
| Netflix (NFLX) | 1.0 | $2.5M | 7.3k | 345.48 | |
| O'reilly Automotive (ORLY) | 0.9 | $2.2M | 2.6k | 848.98 | |
| Servicenow (NOW) | 0.8 | $2.0M | 4.4k | 464.72 | |
| Booking Holdings (BKNG) | 0.5 | $1.3M | 482.00 | 2652.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $996k | 9.6k | 103.73 | |
| S&p Global (SPGI) | 0.4 | $986k | 2.9k | 344.77 | |
| Tractor Supply Company (TSCO) | 0.4 | $968k | 4.1k | 235.04 | |
| Dollar Tree (DLTR) | 0.4 | $948k | 6.6k | 143.55 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $942k | 6.7k | 140.87 | |
| Dollar General (DG) | 0.2 | $543k | 2.6k | 210.46 | |
| Domino's Pizza (DPZ) | 0.2 | $444k | 1.3k | 329.87 | |
| Snowflake Cl A (SNOW) | 0.1 | $167k | 1.1k | 154.29 |
