Managers / Q3 2025 · 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 $183M in U.S.-listed holdings across 35 positions for Q3 2025.
The portfolio is heavily concentrated: NU alone accounts for 27.8% of reported value.
Compared with Q2 2025, the fund opened 7 new positions and exited 4.
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 · 68.7% · $125M
- Other · 24.1% · $44M
- ADR · 7.3% · $13M
Quarter-over-Quarter Changes full breakdown →
vs Q2 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SPOTSPOTIFY TECHNOLOGY S A | NEW | +5.3K | 5.3K | +$4M | $4M |
| FIVEFIVE BELOW INC | NEW | +11.3K | 11.3K | +$2M | $2M |
| BABAALIBABA GROUP HLDG LTD | NEW | +8.2K | 8.2K | +$1M | $1M |
| GILGILDAN ACTIVEWEAR INC | NEW | +22.8K | 22.8K | +$1M | $1M |
| BLDRBUILDERS FIRSTSOURCE INC | NEW | +6.5K | 6.5K | +$793,096 | $793,096 |
| SNOWSNOWFLAKE INC | NEW | +851 | 851 | +$191,943 | $191,943 |
| DLTRDOLLAR TREE INC | NEW | +626 | 626 | +$59,076 | $59,076 |
| GOOGLALPHABET INC | ADDED | +15.0K | 15.8K | +$4M | $4M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2025
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 ↗.