Absoluto Partners Gestao de Recursos Ltda

CIK 0001847566 · LEBLON, RIO DE JANEIRO, RJ, D5 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Absoluto Partners Gestao de Recursos Ltda reported 3 positions worth $99.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NU (75.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$99.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

3 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	NU	NU HLDGS LTD	SH	$75.3M	75.55%	5,633,566	—	—
▸ 2	G6683N903	NU HLDGS LTD	CALL	$14.0M	14.08%	1,050,000	—	—
▸ 3	MELI	MERCADOLIBRE INC	SH	$10.3M	10.36%	6,082	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Absoluto Partners Gestao de Recursos Ltda hold as of Q2 2026?

Absoluto Partners Gestao de Recursos Ltda reported 3 positions worth $99.6M in its Q2 2026 13F filing. Largest positions: NU (75.6%), NU HLDGS LTD (14.1%) and MELI (10.4%).

What did Absoluto Partners Gestao de Recursos Ltda buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Absoluto Partners Gestao de Recursos Ltda sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.