Absoluto Partners Gestao de Recursos Ltda
CIK
1847566
Location
LEBLON, RIO DE JANEIRO, RJ, D5
Portfolio Value
Micro
$85,587,966
Diversification
Highly concentrated
Filing Date
Global Rank
#6,410
/ 8,694
▲ 1993
Top Industry
Banks - Regional
87.9%
Period ended 2 months ago
Filed Aug 14, 2026 · 28d
23 quarters · since Dec 2020
Portfolio Concentration
2 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
87.9%
−6.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,879
Highly concentrated−1,094
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 87.9% | $75,264,441 |
| Consumer Cyclical | 12.1% | $10,323,525 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 tracked positions ·
$85,587,966 total
· filing declares
3 positions · $99,615,968
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 5,633,566 | $75,264,441 | 87.94% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 6,082 | $10,323,525 | 12.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.