Latest Absoluto Partners Gestao de Recursos Ltda Stock Portfolio

$86.65Million | No. of Holdings #2

About Absoluto Partners Gestao de Recursos Ltda and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Absoluto Partners Gestao de Recursos Ltda reported an equity portfolio of $86.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Absoluto Partners Gestao de Recursos Ltda are NU, MELI. The fund has invested 70.4% of it's portfolio in NU HLDGS LTD and 4% of portfolio in MERCADOLIBRE INC. <br><br> They significantly reduced their stock positions in MERCADOLIBRE INC (MELI). The fund showed a lot of confidence in some stocks as they added substantially to NU HLDGS LTD (NU).
Absoluto Partners Gestao de Recursos Ltda Equity Portfolio Value
Last Reported on: 15 May, 2026
$86.65Million
  as of May 15, 2026

Absoluto Partners Gestao de Recursos Ltda Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by Absoluto Partners Gestao de Recursos Ltda

Additions

Ticker% Inc.
nu hldgs ltd41.15

Additions to existing portfolio by Absoluto Partners Gestao de Recursos Ltda

Reductions

Ticker% Reduced
mercadolibre inc-83.69

Absoluto Partners Gestao de Recursos Ltda reduced stake in above stock

Sold off

None of the stocks were completely sold off by Absoluto Partners Gestao de Recursos Ltda

Sector Distribution

  • Others
  • Consumer Cyclical
Sector%
Others94.6
Consumer Cyclical5.4

Market Cap. Distribution

  • UNALLOCATED
  • LARGE-CAP
Category%
UNALLOCATED94.6
LARGE-CAP5.4

Stocks belong to which Index?

  • Others
Index%
Others100
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
NU
nu hldgs ltd
-13.0 %
MELI
mercadolibre inc
-8.4 %
Top 5 Losers ($)$
NU
nu hldgs ltd
-9.1 M
MELI
mercadolibre inc
-2.1 M

Absoluto Partners Gestao de Recursos Ltda Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Absoluto Partners Gestao de Recursos Ltda

$64.52MTotal Value
2.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Absoluto Partners Gestao de Recursos Ltda, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
NU
Nu Hldgs Ltd

Nu Hldgs Ltd

NU
Absoluto Partners Gestao de Recursos Ltda's holding in Nu Hldgs Ltd over time
70.41%4,245,930
$61.01M
70.41%
increased 41.15 percentadded