$1.92 Billion is the total value of Absoluto Partners Gestao de Recursos Ltda's 73 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Sell | MERCADOLIBRE INC | $280,619,000 | -6.4% | 180,139 | -11.5% | 14.61% | -66.4% |
| STNE | Sell | STONECO LTD | $222,891,000 | -0.3% | 3,323,748 | -9.0% | 11.61% | -64.2% |
| NFLX | Sell | NETFLIX INC | $2,362,000 | -30.9% | 4,471 | -31.7% | 0.12% | -75.2% |
| SHOP | Sell | SHOPIFY INCcl a | $2,170,000 | -1.0% | 1,485 | -25.1% | 0.11% | -64.5% |
| SAM | Sell | BOSTON BEER INCcl a | $1,668,000 | -55.1% | 1,634 | -46.9% | 0.09% | -83.8% |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -28,502 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 12 | Q3 2023 | 48.7% |
| XP INC | 12 | Q3 2023 | 27.5% |
| AMAZON COM INC | 12 | Q3 2023 | 2.9% |
| NIKE INC | 12 | Q3 2023 | 3.3% |
| ALPHABET INC | 12 | Q3 2023 | 4.4% |
| MASTERCARD INCORPORATED | 12 | Q3 2023 | 2.5% |
| VISA INC | 12 | Q3 2023 | 1.8% |
| LAUDER ESTEE COS INC | 12 | Q3 2023 | 2.0% |
| SERVICENOW INC | 12 | Q3 2023 | 1.4% |
| BOOKING HOLDINGS INC | 10 | Q2 2023 | 2.3% |
View Absoluto Partners Gestao de Recursos Ltda's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR/A | 2022-06-28 |
| 13F-HR/A | 2022-05-17 |
| 13F-HR | 2022-05-16 |
View Absoluto Partners Gestao de Recursos Ltda's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.