Stock Taper 
ABSOLUTE GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 245 | $213.86K |
 Lumentum Holdings Inc. | LITE | 446 | $313.43K |
 Seagate Technology Holdings plc | STX | 620 | $242.89K |
 Sandisk Corporation | SNDK | 796 | $505.73K |
 Ciena Corporation | CIEN | 820 | $318.35K |
 Vertiv Holdings Co | VRT | 830 | $207.98K |
 MKS Inc. | MKSI | 890 | $204.53K |
 Tesla, Inc. | TSLA | 1.02K | $380.67K |
 NVIDIA Corporation | NVDA | 1.2K | $208.41K |
 Tower Semiconductor Ltd. | TSEM | 1.28K | $225.49K |
 Coherent, Inc. | COHR | 1.49K | $354.69K |
 Arm Holdings plc American Depositary Shares | ARM | 1.65K | $249.61K |
 Corning Inc | GLW | 2.31K | $313.68K |
 Ultra Clean Holdings, Inc. | UCTT | 3.45K | $214.52K |
 Meta Platforms, Inc. | META | 3.5K | $2M |
 AXT, Inc. | AXTI | 3.54K | $201.99K |
 Aura Minerals | AUGO | 3.75K | $306K |
 Micron Technology, Inc. | MU | 8.5K | $2.87M |
 JPMorgan Chase & Co. | JPM | 9K | $2.65M |
 MercadoLibre, Inc. | MELI | 9.72K | $16.8M |