HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NU HLDGS LTD |
$102,011 | ||
| Call | 6,272,000 | -298,000 | $52,246 |
| NU | 5,974,174 | -3,804,893 | $49,765 |
 MERCADOLIBRE INC |
32,818 | -26,041 | $51,575 |
| MELI | 32,818 | -26,041 | $51,575 |
| XP INC |
1,065,137 | -378,438 | $27,768 |
| XP | 1,065,137 | -378,438 | $27,768 |
| AMAZON COM INC |
52,862 | -827 | $8,032 |
| AMZN | 52,862 | -827 | $8,032 |
| VTEX |
1,148,174 | +1,148,174 | $7,899 |
| VTEX | 1,148,174 | +1,148,174 | $7,899 |
| MICROSOFT CORP |
11,786 | -5,854 | $4,432 |
| COM | 11,786 | +11,786 | $4,432 |
| META PLATFORMS INC |
11,394 | -193 | $4,033 |
| META | 11,394 | -193 | $4,033 |
| SALESFORCE INC |
11,556 | +3,379 | $3,041 |
| CRM | 11,556 | +3,379 | $3,041 |
| MASTERCARD INCORPORATED |
5,985 | -1,670 | $2,553 |
| MA | 5,985 | -1,670 | $2,553 |
| ALPHABET INC |
16,972 | -11,413 | $2,371 |
| GOOGL | 16,972 | -11,413 | $2,371 |
| DOMINOS PIZZA INC |
5,629 | -1,050 | $2,320 |
| DPZ | 5,629 | -1,050 | $2,320 |
| S&P GLOBAL INC |
5,261 | +489 | $2,318 |
| SPGI | 5,261 | +489 | $2,318 |
| VISA INC |
7,071 | -1,937 | $1,841 |
| V | 7,071 | -1,937 | $1,841 |
| NETFLIX INC |
3,704 | +551 | $1,803 |
| NFLX | 3,704 | +551 | $1,803 |
| LOWES COS INC |
6,323 | +6,323 | $1,407 |
| LOW | 6,323 | +6,323 | $1,407 |
| FAIR ISAAC CORP |
1,174 | +1,174 | $1,367 |
| COM | 1,174 | +1,174 | $1,367 |
| MCDONALDS CORP |
4,557 | -1,104 | $1,351 |
| MCD | 4,557 | -1,104 | $1,351 |
| HOME DEPOT INC |
3,828 | +3,828 | $1,327 |
| COM | 3,828 | +3,828 | $1,327 |
| NVIDIA CORPORATION |
2,367 | +1,004 | $1,172 |
| COM | 2,367 | +2,367 | $1,172 |
| LAUDER ESTEE COS INC |
7,325 | +599 | $1,071 |
| EL | 7,325 | +599 | $1,071 |
| SNOWFLAKE INC |
5,110 | +5,110 | $1,017 |
| SNOW | 5,110 | +5,110 | $1,017 |
| SERVICENOW INC |
1,430 | -1,040 | $1,010 |
| NOW | 1,430 | -1,040 | $1,010 |
| BUILDERS FIRSTSOURCE INC |
4,758 | +4,758 | $794 |
| COM | 4,758 | +4,758 | $794 |
| RH |
2,635 | +2,635 | $768 |
| COM | 2,635 | +2,635 | $768 |
See Full List: All Stocks Held By Absoluto Partners Gestao de Recursos Ltda
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Absoluto Partners Gestao de Recursos Ltda
|
Size ($ in 1000's)
At 12/31/2023: $233,431 At 09/30/2023: $267,013 Absoluto Partners Gestao de Recursos Ltda holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Absoluto Partners Gestao de Recursos Ltda 13F filings. Link to 13F filings: SEC filings |
