Absoluto Partners Gestao de Recursos as of Sept. 30, 2023
Portfolio Holdings for Absoluto Partners Gestao de Recursos
Absoluto Partners Gestao de Recursos holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 44.4 | $119M | 16M | 7.25 | |
| MercadoLibre (MELI) | 27.9 | $75M | 59k | 1267.88 | |
| XP Cl A (XP) | 12.5 | $33M | 1.4M | 23.05 | |
| Amazon (AMZN) | 2.6 | $6.8M | 54k | 127.12 | |
| Microsoft Corporation (MSFT) | 2.1 | $5.6M | 18k | 315.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.7M | 28k | 130.86 | |
| Meta Platforms Cl A (META) | 1.3 | $3.5M | 12k | 300.21 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $3.0M | 7.7k | 395.91 | |
| Domino's Pizza (DPZ) | 0.9 | $2.5M | 6.7k | 378.79 | |
| Visa Com Cl A (V) | 0.8 | $2.1M | 9.0k | 230.01 | |
| Lululemon Athletica (LULU) | 0.7 | $2.0M | 5.2k | 385.61 | |
| S&p Global (SPGI) | 0.7 | $1.7M | 4.8k | 365.41 | |
| salesforce (CRM) | 0.6 | $1.7M | 8.2k | 202.78 | |
| McDonald's Corporation (MCD) | 0.6 | $1.5M | 5.7k | 263.44 | |
| Servicenow (NOW) | 0.5 | $1.4M | 2.5k | 558.96 | |
| Netflix (NFLX) | 0.4 | $1.2M | 3.2k | 377.60 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $972k | 6.7k | 144.55 | |
| O'reilly Automotive (ORLY) | 0.3 | $914k | 1.0k | 908.86 | |
| Nike CL B (NKE) | 0.3 | $911k | 9.5k | 95.62 | |
| NVIDIA Corporation (NVDA) | 0.2 | $593k | 1.4k | 434.99 | |
| Atlassian Corporation Cl A (TEAM) | 0.2 | $425k | 2.1k | 201.51 | |
| Datadog Cl A Com (DDOG) | 0.0 | $84k | 925.00 | 91.09 |
