0001013594-25-001025.txt : 20250814 0001013594-25-001025.hdr.sgml : 20250814 20250814110351 ACCESSION NUMBER: 0001013594-25-001025 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 EFFECTIVENESS DATE: 20250814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Absoluto Partners Gestao de Recursos Ltda CENTRAL INDEX KEY: 0001847566 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: D5 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21083 FILM NUMBER: 251215614 BUSINESS ADDRESS: STREET 1: AVENIDA ATAULFO DE PAIVA 1120/310 CITY: LEBLON, RIO DE JANEIRO, RJ STATE: D5 ZIP: 22440-035 BUSINESS PHONE: 212-986-6000 MAIL ADDRESS: STREET 1: AVENIDA ATAULFO DE PAIVA 1120/310 CITY: LEBLON, RIO DE JANEIRO, RJ STATE: D5 ZIP: 22440-035 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001847566 XXXXXXXX 06-30-2025 06-30-2025 false Absoluto Partners Gestao de Recursos Ltda
AVENIDA ATAULFO DE PAIVA 1120/310 LEBLON, RIO DE JANEIRO, RJ D5 22440-035
13F HOLDINGS REPORT 028-21083 000315865 802-122064 N
Edward Wygand Chief Operating Officer 21-3554-8152 /s/ Edward Wygand Leblon, Rio de Janeiro, RJ D5 08-14-2025 0 30 164030310
INFORMATION TABLE 2 informationtable.xml NU HLDGS LTD ORD SHS CL A G6683N103 36447372 2656514 SH SOLE 2656514 0 0 MERCADOLIBRE INC COM 58733R102 20587564 7877 SH SOLE 7877 0 0 XP INC CL A G98239109 15409994 762871 SH SOLE 762871 0 0 S&P GLOBAL INC COM 78409V104 219880 417 SH SOLE 417 0 0 ALPHABET INC CAP STK CL A 02079K305 148386 842 SH SOLE 842 0 0 SERVICENOW INC COM 81762P102 1336504 1300 SH SOLE 1300 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 265028 4720 SH SOLE 4720 0 0 NETFLIX INC COM 64110L106 3327738 2485 SH SOLE 2485 0 0 DOMINOS PIZZA INC COM 25754A201 1820875 4041 SH SOLE 4041 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2357338 4195 SH SOLE 4195 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 67297 4905 SH SOLE 4905 0 0 RH COM 74967X103 1073388 5679 SH SOLE 5679 0 0 META PLATFORMS INC CL A 30303M102 4465445 6050 SH SOLE 6050 0 0 LULULEMON ATHLETICA INC COM 550021109 1960985 8254 SH SOLE 8254 0 0 SHERWIN WILLIAMS CO COM 824348106 2519919 7339 SH SOLE 7339 0 0 FERRARI N V COM N3167Y103 3896966 7941 SH SOLE 7941 0 0 VISA INC COM CL A 92826C839 3315812 9339 SH SOLE 9339 0 0 DOLLAR GEN CORP NEW COM 256677105 1359635 11887 SH SOLE 11887 0 0 MICROSOFT CORP COM 594918104 6572278 13213 SH SOLE 13213 0 0 ORACLE CORP COM 68389X105 3894456 17813 SH SOLE 17813 0 0 NVIDIA CORPORATION COM 67066G104 2860725 18107 SH SOLE 18107 0 0 ON HLDG AG NAMEN AKT A H5919C104 1326598 25487 SH SOLE 25487 0 0 STARBUCKS CORP COM 855244109 2403638 26232 SH SOLE 26232 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6302311 27826 SH SOLE 27826 0 0 SEA LTD SPONSORD ADS 81141R100 5217083 32619 SH SOLE 32619 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 3142112 34862 SH SOLE 34862 0 0 AMAZON COM INC COM 023135106 9191563 41896 SH SOLE 41896 0 0 CARVANA CO CL A 146869102 325840 967 SH SOLE 967 0 0 SPDR S&P 500 ETF TR PUT 78462F953 1235700 2000 SH Put SOLE 2000 0 0 NU HLDGS LTD CALL G6683N903 20977880 1529000 SH Call SOLE 1529000 0 0