Absoluto Partners Gestao De Recursos Ltda Portfolio Holdings

Absoluto Partners Gestao De Recursos Ltda

  • $139 Million
  • Q3 2025

Absoluto Partners Gestao De Recursos Ltda has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $50.7M, Mercadolibre Inc with a value of $12M, Amazon Com Inc with a value of $7.82M, Microsoft Corp with a value of $6.63M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $6.24M.

Examining the 13F form we can see an decrease of $4.3M in the current position value, from $143M to 139M.

Absoluto Partners Gestao De Recursos Ltda is based out at Leblon, Rio De Janeiro, Rj, D5

Below you can find more details about Absoluto Partners Gestao De Recursos Ltda portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
Financial Services: $54.3 Million
Consumer Cyclical: $45.8 Million
Technology: $21.9 Million
Communication Services: $12.5 Million
Basic Materials: $2.67 Million
Industrials: $793,000
Consumer Defensive: $591,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.3B
$50.7 Million 36.57% of portfolio
3,166,186
Q3 2025 Added 19.19%
$103B
$12 Million 8.68% of portfolio
5,148
Q3 2025 Reduced 34.65%
$2.39T
$7.82 Million 5.64% of portfolio
35,635
Q3 2025 Reduced 14.94%
$3.78T
$6.63 Million 4.78% of portfolio
12,800
Q3 2025 Reduced 3.13%
$1.46T
$6.24 Million 4.5% of portfolio
22,336
Q3 2025 Reduced 19.73%
$79.1B
$5.55 Million 4.0% of portfolio
31,061
Q3 2025 Reduced 4.78%
$593B
$5.41 Million 3.9% of portfolio
19,230
Q3 2025 Added 7.95%
$76.2B
$5 Million 3.61% of portfolio
10,307
Q3 2025 Added 29.79%
$1.65T
$3.85 Million 2.78% of portfolio
15,832
Q3 2025 Added 1,780.29%
$123B
$3.69 Million 2.66% of portfolio
5,293
Q3 2025 New
$6.2B
$3.14 Million 2.26% of portfolio
29,118
Q3 2025 Reduced 16.48%
$86.1B
$2.67 Million 1.92% of portfolio
7,699
Q3 2025 Added 4.91%
$465B
$2.54 Million 1.83% of portfolio
13,606
Q3 2025 Reduced 24.86%
$97.3B
$2.45 Million 1.77% of portfolio
28,985
Q3 2025 Added 10.49%
$1.37T
$2.24 Million 1.62% of portfolio
3,050
Q3 2025 Reduced 49.59%
$3.54B
$2.24 Million 1.61% of portfolio
11,018
Q3 2025 Added 94.01%
$11.9B
$1.77 Million 1.28% of portfolio
41,824
Q3 2025 Added 64.1%
$8.16B
$1.74 Million 1.26% of portfolio
11,254
Q3 2025 New
$533B
$1.56 Million 1.13% of portfolio
4,575
Q3 2025 Reduced 51.01%
$49.1B
$1.5 Million 1.08% of portfolio
1,252
Q3 2025 Reduced 49.62%
$418B
$1.46 Million 1.05% of portfolio
8,182
Q3 2025 New
$10.6B
$1.32 Million 0.95% of portfolio
22,806
Q3 2025 New
$26.9B
$1.32 Million 0.95% of portfolio
3,491
Q3 2025 Added 261.01%
$39.1B
$1.26 Million 0.91% of portfolio
4,887
Q3 2025 Reduced 0.37%
$169B
$899,000 0.65% of portfolio
977
Q3 2025 Reduced 24.85%
$16.1B
$793,000 0.57% of portfolio
6,541
Q3 2025 New
$23.5B
$532,000 0.38% of portfolio
5,156
Q3 2025 Reduced 56.62%
$82.2B
$191,000 0.14% of portfolio
851
Q3 2025 New
$23.5B
$59,000 0.04% of portfolio
626
Q3 2025 New
$159B
$23,000 0.02% of portfolio
48
Q3 2025 Reduced 88.49%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $139 Million
  • Prior Value $143 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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