Latest Absoluto Partners Gestao de Recursos Ltda Stock Portfolio

$99.62Million | No. of Holdings #2

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Absoluto Partners Gestao de Recursos Ltda reported an equity portfolio of $99.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Absoluto Partners Gestao de Recursos Ltda are NU, MELI. The fund has invested 75.6% of it's portfolio in NU HLDGS LTD and 10.4% of portfolio in MERCADOLIBRE INC. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to MERCADOLIBRE INC (MELI) and NU HLDGS LTD (NU).

Absoluto Partners Gestao de Recursos Ltda Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$99.62Million

as of Aug 14, 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.
mercadolibre inc	199
nu hldgs ltd	32.68

Additions to existing portfolio by Absoluto Partners Gestao de Recursos Ltda

Reductions

None of the existing positions were reduced by Absoluto Partners Gestao de Recursos Ltda

Sold off

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

Sector Distribution

Others
Consumer Cyclical

Sector	%
Others	87.9
Consumer Cyclical	12.1

Market Cap. Distribution

UNALLOCATED
LARGE-CAP

Category	%
UNALLOCATED	87.9
LARGE-CAP	12.1

Stocks belong to which Index?

Others

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
NU	nu hldgs ltd	-6.2 %
MELI	mercadolibre inc	-1.2 %

Top 5 Losers ($)		$
NU	nu hldgs ltd	-5.0 M
MELI	mercadolibre inc	-0.1 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

$85.59MTotal Value

2.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Absoluto Partners Gestao de Recursos Ltda, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
MELI Mercadolibre Inc Mercadolibre IncMELI Absoluto Partners Gestao de Recursos Ltda's holding in Mercadolibre Inc over time	10.36%	6,082	$10.32M 10.36%	increased 199.9 percentadded

NU Nu Hldgs Ltd Nu Hldgs Ltd NU Absoluto Partners Gestao de Recursos Ltda's holding in Nu Hldgs Ltd over time	75.56%	5,633,570	$75.26M 75.56%	increased 32.68 percentadded