ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 3.17M | $50.69M |
 | ONON | 42K | $1.77M |
 | AMZN | 36K | $7.82M |
 | SE | 31K | $5.55M |
 | ORLY | 29K | $3.14M |
 | SBUX | 29K | $2.45M |
 | GIL | 23K | $1.32M |
 | TSM | 22K | $6.24M |
 | ORCL | 19K | $5.41M |
 | GOOGL | 16K | $3.85M |
 | NVDA | 14K | $2.54M |
 | MSFT | 13K | $6.63M |
 | FIVE | 11K | $1.74M |
 | RH | 11K | $2.24M |
 | RACE | 10K | $5.00M |
 | BABA | 8K | $1.46M |
 | SHW | 8K | $2.67M |
 | BLDR | 7K | $793.10K |
 | SPOT | 5K | $3.69M |
 | DG | 5K | $532.87K |
Nu Holdings Ltd.
NU
Shares Held
3.17M
Value
$50.69M
On Holding AG
ONON
Shares Held
42K
Value
$1.77M
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$7.82M
Sea Limited
SE
Shares Held
31K
Value
$5.55M
O'Reilly Automotive, Inc.
ORLY
Shares Held
29K
Value
$3.14M
Starbucks Corporation
SBUX
Shares Held
29K
Value
$2.45M
Gildan Activewear Inc.
GIL
Shares Held
23K
Value
$1.32M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
22K
Value
$6.24M
Oracle Corporation
ORCL
Shares Held
19K
Value
$5.41M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$3.85M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.54M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$6.63M
Five Below, Inc.
FIVE
Shares Held
11K
Value
$1.74M
Rh
RH
Shares Held
11K
Value
$2.24M
Ferrari N.V.
RACE
Shares Held
10K
Value
$5.00M
Alibaba Group Holding Limited
BABA
Shares Held
8K
Value
$1.46M
The Sherwin-Williams Company
SHW
Shares Held
8K
Value
$2.67M
Builders FirstSource, Inc.
BLDR
Shares Held
7K
Value
$793.10K
Spotify Technology S.A.
SPOT
Shares Held
5K
Value
$3.69M
Dollar General Corporation
DG
Shares Held
5K
Value
$532.87K