Absoluto Partners Gestao de Recursos Ltda - Q2 2022 holdings

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$244 Million is the total value of Absoluto Partners Gestao de Recursos Ltda's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 14.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
XP BuyXP INCcl a$52,372,000
+96.8%
2,916,052
+229.8%
21.47%
+223.8%
BuyNU HLDGS LTD$40,138,000
-47.1%
10,732,149
+9.2%
16.45%
-13.0%
MSFT BuyMICROSOFT CORP$6,230,000
-13.8%
24,258
+3.4%
2.55%
+41.7%
DLTR NewDOLLAR TREE INC$5,171,000–33,178
+100.0%
2.12%–
AMZN BuyAMAZON COM INC$3,540,000
-69.4%
33,326
+839.8%
1.45%
-49.6%
NOW BuySERVICENOW INC$3,519,000
-9.5%
7,400
+6.0%
1.44%
+49.0%
EL BuyLAUDER ESTEE COS INCcl a$3,425,000
+149.8%
13,449
+167.2%
1.40%
+310.5%
MCD BuyMCDONALDS CORP$3,021,000
+197.1%
12,236
+197.5%
1.24%
+389.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-08-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MERCADOLIBRE INC12Q3 202348.7%
XP INC12Q3 202327.5%
AMAZON COM INC12Q3 20232.9%
NIKE INC12Q3 20233.3%
ALPHABET INC12Q3 20234.4%
MASTERCARD INCORPORATED12Q3 20232.5%
VISA INC12Q3 20231.8%
LAUDER ESTEE COS INC12Q3 20232.0%
SERVICENOW INC12Q3 20231.4%
BOOKING HOLDINGS INC10Q2 20232.3%

View Absoluto Partners Gestao de Recursos Ltda's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR/A2022-06-28
13F-HR/A2022-05-17
13F-HR2022-05-16

View Absoluto Partners Gestao de Recursos Ltda's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (243982000.0 != 243981000.0)

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