Managers / Q1 2021 · view latest →
Absoluto Partners Gestao de Recursos Ltda
CIK 0001847566 · AVENIDA ATAULFO DE PAIVA 1120/310, LEBLON, RIO DE JANEIRO, RJ, D5, 22440-035 · 212-986-6000
Summary
Absoluto Partners Gestao De Recursos Ltda reported $690M in U.S.-listed holdings across 24 positions for Q1 2021.
The portfolio is heavily concentrated: MELI alone accounts for 43.4% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 99.3% · $685M
- ADR · 0.7% · $5M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| MELIMERCADOLIBRE INC | NEW | +203.6K | 203.6K | +$300M | $300M |
| STNESTONECO LTD | NEW | +3.65M | 3.65M | +$224M | $224M |
| XPXP INC | NEW | +1.48M | 1.48M | +$56M | $56M |
| GOOGLALPHABET INC | NEW | +5.7K | 5.7K | +$12M | $12M |
| PYPLPAYPAL HLDGS INC | NEW | +44.9K | 44.9K | +$11M | $11M |
| METAFACEBOOK INC | NEW | +30.1K | 30.1K | +$9M | $9M |
| NKENIKE INC | NEW | +65.9K | 65.9K | +$9M | $9M |
| DISWALT DISNEY CO | NEW | +40.6K | 40.6K | +$7M | $7M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2021
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | MELIMERCADOLIBRE INChistory → | COM | 43.45% | $300M | 203.6K |
| 2 | STNESTONECO LTDhistory → | COM CL A | 32.41% | $224M | 3.65M |
| 3 | XPXP INChistory → | CL A | 8.10% | $56M | 1.48M |
| 4 | GOOGLALPHABET INChistory → | CAP STK CL A | 1.72% | $12M | 5.7K |
| 5 | PYPLPAYPAL HLDGS INChistory → | COM | 1.58% | $11M | 44.9K |
| 6 | METAFACEBOOK INChistory → | CL A | 1.29% | $9M | 30.1K |
| 7 | NKENIKE INChistory → | CL B | 1.27% | $9M | 65.9K |
| 8 | DISWALT DISNEY COhistory → | COM | 1.09% | $7M | 40.6K |
| 9 | AMZNAMAZON COM INChistory → | COM | 1.08% | $7M | 2.4K |
| 10 | ELLAUDER ESTEE COS INC | CL A | 0.95% | $7M | 22.5K |
| 11 | VVISA INC | COM CL A | 0.92% | $6M | 29.9K |
| 12 | SESEA LTD | SPONSORD ADS | 0.74% | $5M | 23.0K |
| 13 | MAMASTERCARD INCORPORATED | CL A | 0.67% | $5M | 13.0K |
| 14 | BKNGBOOKING HOLDINGS INC | COM | 0.66% | $5M | 2.0K |
| 15 | TWLOTWILIO INC | CL A | 0.56% | $4M | 11.3K |
| 16 | SAMBOSTON BEER INC | CL A | 0.54% | $4M | 3.1K |
| 17 | NFLXNETFLIX INC | COM | 0.50% | $3M | 6.5K |
| 18 | CRMSALESFORCE COM INC | COM | 0.48% | $3M | 15.6K |
| 19 | DRIDARDEN RESTAURANTS INC | COM | 0.44% | $3M | 21.3K |
| 20 | SBUXSTARBUCKS CORP | COM | 0.41% | $3M | 25.6K |
| 21 | SHOPSHOPIFY INC | CL A | 0.32% | $2M | 2.0K |
| 22 | PINSPINTEREST INC | CL A | 0.31% | $2M | 28.5K |
| 23 | NOWSERVICENOW INC | COM | 0.28% | $2M | 3.9K |
| 24 | FIVEFIVE BELOW INC | COM | 0.25% | $2M | 9.1K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $87M | 3 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $102M | 4 | Feb 18, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $183M | 35 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $164M | 30 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $133M | 31 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $110M | 29 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $163M | 28 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $163M | 24 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $213M | 22 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $233M | 26 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $267M | 23 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $283M | 26 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $254M | 25 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $200M | 25 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $246M | 21 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $244M | 23 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022REVEALED | $345M | 25 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $325M | 26 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $512M | 28 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $786M | 24 | Aug 16, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2021 | $690M | 24 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.