AP

Absoluto Partners Gestao de Recursos Ltda

13F
Absoluto Partners Gestao de Recursos Ltda
Last update 2024-11-14 28 Stocks (3 new)
Value $163.00 Mil Turnover 14 %
Countries:
Top Holdings: MELI(20.68%)XP(19.11%)NU(9.09%)VTEX(4.87%)AMZN(4.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
Absoluto Partners Gestao de Re... Top Holdings of 2024-09-30 View Full List
Ticker
MELI
XP
NU CALL
NU
VTEX
AMZN
MSFT
GOOGL
SHW
TSM
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MELI 		MercadoLibre Inc
16,452
33758.850
-46.73%
20.680
-12.57%
0.030
-13.81%
+3.43%
89165.022
Retail - Cyclical
XP 		XP Inc
1,739,138
31200.140
+100.03%
19.110
+9.56%
0.320
-32.25%
-5.82%
5992.967
Capital Markets
NU CALL 		Nu Holdings Ltd
2,151,000
29361.150
0%
17.990
0%
0.040
-18.47%
+5.69%
52632.210
Banks
NU 		Nu Holdings Ltd
1,087,469
14843.950
-80.26%
9.090
-30.20%
0.020
-18.47%
+5.69%
52632.210
Banks
VTEX 		Vtex
1,068,622
7950.550
-3.86%
4.870
-0.17%
0.580
-18.53%
0%
1088.604
Software
AMZN 		Amazon.com Inc
36,751
6847.810
-14.16%
4.190
-0.62%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
MSFT 		Microsoft Corp
12,239
5266.440
+2.03%
3.230
+0.06%
0.000
+0.95%
-0.60%
3114843.301
Software
GOOGL 		Alphabet Inc
22,968
3809.240
-21.95%
2.330
-0.62%
0.000
+18.62%
+1.45%
2357015.060
Interactive Media
SHW 		Sherwin-Williams Co
9,202
3512.130
New Holding
2.150
+2.15%
0.000
-12.13%
-2.87%
83151.883
Chemicals
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
19,842
3445.960
+44.46%
2.110
+0.65%
0.000
+12.51%
+5.51%
1080721.424
Semiconductors

Absoluto Partners Gestao de Recursos Ltda's Historical Top Holdings Breakdowns

Absoluto Partners Gestao de Recursos Ltda's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NU 		Nu Holdings Ltd2024-09-30Reduce
-30.20%
●
10.71 ($13.45) 15.14
$10.95
-18.59%
Reduce -80.26%
1,087,469
-4,420,277
MELI 		MercadoLibre Inc2023-06-30Reduce
-14.53%
●
1155.51 ($1258.7) 1339.62
$1,758.77
39.73%
Reduce -38.91%
43,981
-28,014
MELI 		MercadoLibre Inc2024-09-30Reduce
-12.57%
●
1591.44 ($1882.53) 2140.1
$1,758.77
-6.57%
Reduce -46.73%
16,452
-14,435
MELI 		MercadoLibre Inc2023-12-31Reduce
-12.37%
●
1169.67 ($1417.24) 1652.01
$1,758.77
24.10%
Reduce -44.24%
32,818
-26,041
NU 		Nu Holdings Ltd2023-12-31Reduce
-10.33%
●
6.84 ($8.08) 8.83
$10.95
35.52%
Reduce -38.91%
5,974,174
-3,804,893
MELI 		MercadoLibre Inc2024-06-30Reduce
-9.88%
●
1356.43 ($1578.7) 1787.73
$1,758.77
11.41%
Reduce -31.1%
30,887
-13,939
XP 		XP Inc2024-09-30Add
+9.56%
●
15.95 ($18.23) 20
$11.16
-38.78%
Add 100.03%
1,739,138
869,685
MELI 		MercadoLibre Inc2024-03-31Add
+8.51%
●
1499.51 ($1636.68) 1817.98
$1,758.77
7.46%
Add 36.59%
44,826
12,008
MELI 		MercadoLibre Inc2023-03-31Reduce
-7.30%
●
826.11 ($1137.53) 1318.06
$1,758.77
54.61%
Reduce -19.35%
71,995
-17,268
XP 		XP Inc2024-03-31Reduce
-7.26%
●
23.64 ($25.08) 26.3
$11.16
-55.50%
Reduce -61.01%
415,311
-649,826

Absoluto Partners Gestao de Recursos Ltda Total Holding History ($B)

To

Absoluto Partners Gestao de Recursos Ltda's Asset Allocation

To

Absoluto Partners Gestao de Recursos Ltda Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Absoluto Partners Gestao de Recursos Ltda's Hypothetical Growth since 2024-09-30

Absoluto Partners Gestao de Recursos Ltda's Yearly Returns

Year Portfolio % % Excess Gain %

Absoluto Partners Gestao de Recursos Ltda's Holdings Heat Map

Size field:

Absoluto Partners Gestao de Recursos Ltda's Holdings Bubble Chart

Absoluto Partners Gestao de Recursos Ltda News

  • 1

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