$246 Million is the total value of Absoluto Partners Gestao de Recursos Ltda's 21 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | NU HLDGS LTD | $62,329,000 | +55.3% | 12,465,840 | +16.2% | 25.31% | +53.9% | |
| MCD | Buy | MCDONALDS CORP | $3,816,000 | +26.3% | 13,995 | +14.4% | 1.55% | +25.2% |
| V | Buy | VISA INC | $3,701,000 | +5.4% | 17,864 | +0.2% | 1.50% | +4.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,460,000 | -45.4% | 15,451 | +1160.3% | 0.59% | -45.8% |
| DG | New | DOLLAR GEN CORP NEW | $1,333,000 | – | 5,228 | +100.0% | 0.54% | – |
| SNOW | Buy | SNOWFLAKE INCcl a | $780,000 | +23.6% | 4,868 | +7.2% | 0.32% | +22.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.