Absoluto Partners Gestao de Recursos Ltda
LEBLON, RIO DE JANEIRO, RJ, D5
$86m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.6% of the portfolio this quarter.
Value
$86m
Stocks
2
Top 10 share
100.0%
Turnover
6.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Nu HoldingsNU87.9% of the fund+33%
- MercadoLibreMELI12.1% of the fund+200%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Nu HoldingsNU | 87.9% | $75m | 5,633,566 | +33% |
| MercadoLibreMELI | 12.1% | $10m | 6,082 | +200% |
Options (1)
- NU Hldgs
- Type
- Call
- Value
- $14m
- Contracts
- 1,050,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| NU Hldgs | Call | $14m | 1,050,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 39.6% since 30 June 2025.
Where the money is
Financial services87.9%
Technology12.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.