Absolute Gestao de Investimentos Ltda.
Top Portfolio Positions
62 positions ·
$477,352,291 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HOLX |
HOLOGIC INC
Healthcare
|
1,206,999 | $91,237,054 | 19.11% | |
| EA |
Electronic Arts Inc.
Communication Services
|
336,934 | $68,690,734 | 14.39% | |
| AAUC |
Allied Gold Corp
Basic Materials
|
1,659,991 | $51,526,120 | 10.79% | |
| PAM |
Pampa Energy Inc.
Industrials
|
287,383 | $25,433,395 | 5.33% | |
| WBS |
Webster Financial Corp
Financial Services
|
300,000 | $20,826,000 | 4.36% | |
| APLS |
Apellis Pharmaceuticals, Inc.
Healthcare
|
450,000 | $18,103,500 | 3.79% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
9,716 | $16,799,158 | 3.52% | |
| CWAN |
Clearwater Analytics Holdings, Inc.
Technology
|
699,571 | $16,544,854 | 3.47% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
923,260 | $15,917,002 | 3.33% | |
| UNF |
Unifirst Corp
Industrials
|
57,950 | $14,579,640 | 3.05% |
Portfolio Trend
10 quarters · across all stocks
Holdings in VTEX
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,173,648 | 578,098 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $3,702,151 | 560,932 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,909,468 | 376,621 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,701,279 | 288,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,212,447 | 297,372 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $135,197 | 16,548 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $320,814 | 46,630 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||