$283 Million is the total value of Absoluto Partners Gestao de Recursos Ltda's 26 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 175.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $7,345,134 | +74.6% | 56,345 | +38.4% | 2.59% | +56.6% |
| New | MICROSOFT CORP | $5,594,391 | – | 16,428 | +100.0% | 1.97% | – | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,318,469 | +132.8% | 19,369 | +101.7% | 0.82% | +108.7% |
| SPGI | Buy | S&P GLOBAL INC | $1,693,760 | +71.8% | 4,225 | +47.8% | 0.60% | +53.9% |
| CRM | New | SALESFORCE INC | $1,504,382 | – | 7,121 | +100.0% | 0.53% | – |
| New | LULULEMON ATHLETICA INC | $1,468,580 | – | 3,880 | +100.0% | 0.52% | – | |
| New | DATADOG INC | $1,057,979 | – | 10,754 | +100.0% | 0.37% | – | |
| DPZ | Buy | DOMINOS PIZZA INC | $563,447 | +27.0% | 1,672 | +24.3% | 0.20% | +13.7% |
| SE | New | SEA LTDsponsord ads | $433,559 | – | 7,470 | +100.0% | 0.15% | – |
| New | ATLASSIAN CORPORATIONcl a | $422,210 | – | 2,516 | +100.0% | 0.15% | – | |
| New | CAVA GROUP INC | $163,800 | – | 4,000 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.