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.

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.

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

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

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions