Absoluto Partners Gestao de Recursos Ltda — 13F Holdings & Portfolio

CIK 1847566 · latest 13F-HR filed 2026-08-14

Absoluto Partners Gestao de Recursos Ltda manages $99.6M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NU (75.55%), NU (14.08%), MELI (10.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 2, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
AVENIDA ATAULFO DE PAIVA 1120/310
LEBLON, RIO DE JANEIRO, RJ, D5 22440-035
Phone
(212) 986-6000
Filing Manager
Absoluto Partners Gestao de Recursos Ltda
LEBLON, RIO DE JANEIRO, RJ, D5
Signatory
Edward Wygand
Chief Operating Officer
Loading holdings…
AUM

$99.6M

Long-equity book

Holdings

3

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑2 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NU HLDGS LTD$14.3M +23.4%
  • MERCADOLIBRE INC$6.8M +194.4%
Show all 2

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NU HLDGS LTD NU G6683N103 $75.3M 75.55% 5,633,566 SH
2 NU HLDGS LTD Call NU G6683N903 $14.0M 14.08% 1,050,000 SH
3 MERCADOLIBRE INC MELI 58733R102 $10.3M 10.36% 6,082 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $99.6M 3 0001013594-26-000898
2026-03-31 2026-05-15 $86.7M 3 0001013594-26-000591
2025-09-30 2026-03-03 $182.6M 35 0001013594-26-000322
2025-06-30 2026-03-03 $164.0M 30 0001013594-26-000321