2026 Q2 Portfolio Activity
In 2026 Q2, Absoluto Partners Gestao de Recursos Ltda maintained a portfolio of 4 distinct positions. They heavily accumulated shares in MERCADOLIBRE INC, increasing the position by 199.9%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
NU (75.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Absoluto Partners Gestao de Recursos Ltda Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NU
NU HLDGS LTD
|
Financial Services | 75.55% | 70.41% |
#1
Prev: #1
|
8.5 |
—
|
1,387,640 | 32.7% |
P
S
|
5,633,566 | $75,264,442 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CALL
NU HLDGS LTD
|
|
CALL Option | 14.08% | — |
#2
Prev: #—
|
9.0 |
—
|
1,050,000 | — |
NEW
|
1,050,000 | $14,028,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 10.36% | 4.05% |
#3
Prev: #3
|
8.0 |
—
|
4,054 | 199.9% |
P
S
|
6,082 | $10,323,526 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CALL
MERCADOLIBRE IN...
|
|
CALL Option | 0.00% | 25.54% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-12,800 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings