Absoluto-Partners-Gestao-De-Recursos-Ltda

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "XP",
  "GOOGL",
  "LOW",
  "STNE",
  "HD",
  "META",
  null,
  null,
  "MA",
  "MSFT",
  "FICO",
  "NU",
  "ORLY",
  "ORCL",
  "NVDA",
  "SPGI",
  "NOW",
  "SHW",
  "SBUX",
  "TSM",
  "RH",
  "RACE",
  "AMZN",
  "V",
  "MELI",
  "LULU",
  "CMG",
  "DPZ",
  "QQQ",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 31
Total Value: 132847115
Accession Number: 0001013594-25-000662
Form Type: 13F-HR
CIK: absoluto-partners-gestao-de-recursos-ltda
Manager Name: Absoluto-Partners-Gestao-De-Recursos-Ltda

Data Enrichment

94% identified

29 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

31 positions • $132.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Mastercard Inc

MA|57636Q104

Shares:3.6K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$132.8M)

S&P Global Inc.

SPGI|78409V104

Shares:3.0K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$132.8M)

NVIDIA CORP

NVDA|67066G104

Shares:13.9K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$132.8M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:2.6K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$132.8M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:23.5K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$132.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:1.4K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$132.8M)

RH|74967X103

Shares:4.2K

Value:$987.8K

% of Portfolio:0.7% ($987.8K/$132.8M)

HOME DEPOT, INC.

HD|437076102

Shares:2.4K

Value:$892.8K

% of Portfolio:0.7% ($892.8K/$132.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:579

Value:$135.0K

% of Portfolio:0.1% ($135.0K/$132.8M)

FAIR ISAAC CORP

FICO|303250104

Shares:22

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$132.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:16

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$132.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mastercard Inc(MAcusip57636Q104)	3.6K	QoQ +6.83% (+233) YoY -21.34% (-988)	All Managers (Combined)	$2.0M	1.5% ($2.0M/$132.8M)	QoQ +11.21% (+$201.1K) YoY -10.47% (-$233.5K)
S&P Global Inc.(SPGIcusip78409V104)	3.0K	QoQ -28.14% (-1.2K) YoY -51.78% (-3.2K)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$132.8M)	QoQ -26.68% (-$550.2K) YoY -42.41% (-$1.1M)
NVIDIA CORP(NVDAcusip67066G104)	13.9K	QoQ NEW(+13.9K) YoY +609.41% (-11.9K)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$132.8M)	QoQ NEW(+$1.5M) YoY -14.90% (-$263.3K)
DOMINOS PIZZA INC(DPZcusip25754A201)	2.6K	QoQ +28.37% (+584) YoY -20.70% (-690)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$132.8M)	QoQ +40.51% (+$350.0K) YoY -26.68% (-$441.7K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	23.5K	QoQ NEW(+23.5K) YoY NEW(+23.5K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$132.8M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
ServiceNow, Inc.(NOWcusip81762P102)	1.4K	QoQ -20.71% (-355) YoY -44.18% (-1.1K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$132.8M)	QoQ -40.45% (-$735.1K) YoY -41.71% (-$774.5K)
RH(RHcusip74967X103)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$987.8K	0.7% ($987.8K/$132.8M)	QoQ NEW(+$987.8K) YoY NEW(+$987.8K)
HOME DEPOT, INC.(HDcusip437076102)	2.4K	QoQ NEW(+2.4K) YoY -41.87% (-1.8K)	All Managers (Combined)	$892.8K	0.7% ($892.8K/$132.8M)	QoQ NEW(+$892.8K) YoY -44.46% (-$714.9K)
LOWES COMPANIES INC(LOWcusip548661107)	579	QoQ +28850.00% (+577) YoY -91.94% (-6.6K)	All Managers (Combined)	$135.0K	0.1% ($135.0K/$132.8M)	QoQ +27236.03% (+$134.5K) YoY -92.62% (-$1.7M)
FAIR ISAAC CORP(FICOcusip303250104)	22	QoQ NEW(+22) YoY -98.55% (-1.5K)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$132.8M)	QoQ NEW(+$40.6K) YoY -97.87% (-$1.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	16	QoQ NEW(+16) YoY NEW(+16)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$132.8M)	QoQ NEW(+$7.5K) YoY NEW(+$7.5K)