Absoluto Partners Gestao De Recursos Ltda Top Holdings and 13F Report (2021) About Absoluto Partners Gestao De Recursos LtdaInvestment ActivityAbsoluto Partners Gestao De Recursos Ltda has $164.03 million in total holdings as of September 30, 2021.Absoluto Partners Gestao De Recursos Ltda owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 23.56% of the portfolio was purchased this quarter.About 23.36% of the portfolio was sold this quarter.This quarter, Absoluto Partners Gestao De Recursos Ltda has purchased 31 new stocks and bought additional shares in 15 stocks.Absoluto Partners Gestao De Recursos Ltda sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings NU $36,447,372NU HLDGS LTD $20,977,880MercadoLibre $20,587,564XP $15,409,994Amazon.com $9,191,563 Largest New Holdings this Quarter 256677105 - Dollar General $1,359,635 HoldingH5919C104 - ON $1,326,598 Holding146869102 - Carvana $325,840 Holding874054109 - Take-Two Interactive Software $67,297 Holding Largest Purchases this Quarter NU 1,701,234 shares (about $23.34M)O'Reilly Automotive 33,404 shares (about $3.01M)SEA 12,628 shares (about $2.02M)Meta Platforms 2,351 shares (about $1.74M)Dollar General 11,887 shares (about $1.36M) Largest Sales this Quarter MercadoLibre 5,182 shares (about $13.54M)NU HLDGS LTD 258,500 shares (about $3.55M)SPDR S&P 500 ETF TR 5,600 shares (about $3.46M)Alphabet 18,118 shares (about $3.19M)S&P Global 2,558 shares (about $1.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAbsoluto Partners Gestao De Recursos Ltda Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUNU$36,447,372$23,340,930 ▲178.1%2,656,51422.2%FinanceNU HLDGS LTD$20,977,880$3,546,620 ▼-14.5%1,529,00012.8%CALLMELIMercadoLibre$20,587,564$13,543,831 ▼-39.7%7,87712.6%Retail/WholesaleXPXP$15,409,994$982,690 ▼-6.0%762,8719.4%FinanceAMZNAmazon.com$9,191,563$37,077 ▲0.4%41,8965.6%Retail/WholesaleMSFTMicrosoft$6,572,278$714,778 ▲12.2%13,2134.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$6,302,311$1,098,703 ▲21.1%27,8263.8%Computer and TechnologySESEA$5,217,083$2,019,722 ▲63.2%32,6193.2%Computer and TechnologyMETAMeta Platforms$4,465,445$1,735,250 ▲63.6%6,0502.7%Computer and TechnologyRACEFerrari$3,896,966$1,338,248 ▼-25.6%7,9412.4%Auto/Tires/TrucksORCLOracle$3,894,456$595,548 ▲18.1%17,8132.4%Computer and TechnologyNFLXNetflix$3,327,738$216,939 ▲7.0%2,4852.0%Consumer DiscretionaryVVisa$3,315,812$626,308 ▲23.3%9,3392.0%Business ServicesORLYO'Reilly Automotive$3,142,112$3,010,702 ▲2,291.1%34,8621.9%Retail/WholesaleNVDANVIDIA$2,860,725$669,562 ▲30.6%18,1071.7%Computer and TechnologySHWSherwin-Williams$2,519,919$556,587 ▼-18.1%7,3391.5%Basic MaterialsSBUXStarbucks$2,403,638$340,405 ▼-12.4%26,2321.5%Retail/WholesaleMAMastercard$2,357,338$311,877 ▲15.2%4,1951.4%Business ServicesLULUlululemon athletica$1,960,985$278,206 ▲16.5%8,2541.2%Consumer DiscretionaryDOMINOS PIZZA INC$1,820,875$630,390 ▲53.0%4,0411.1%COMDGDollar General$1,359,635$1,359,635 ▲New Holding11,8870.8%Retail/WholesaleNOWServiceNow$1,336,504$60,657 ▼-4.3%1,3000.8%Computer and TechnologyONONON$1,326,598$1,326,598 ▲New Holding25,4870.8%Retail/WholesaleSPDR S&P 500 ETF TR$1,235,700$3,459,960 ▼-73.7%2,0000.8%PUTRHRH$1,073,388$276,900 ▲34.8%5,6790.7%Consumer StaplesCVNACarvana$325,840$325,840 ▲New Holding9670.2%Retail/WholesaleCMGChipotle Mexican Grill$265,028$1,054,890 ▼-79.9%4,7200.2%Retail/WholesaleSPGIS&P Global$219,880$1,348,808 ▼-86.0%4170.1%FinanceGOOGLAlphabet$148,386$3,192,942 ▼-95.6%8420.1%Computer and TechnologyTTWOTake-Two Interactive Software$67,297$67,297 ▲New Holding4,9050.0%Consumer DiscretionarySTNEStoneCo$0$7,824,158 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$892,770 ▼-100.0%00.0%Retail/WholesaleLOWLowe's Companies$0$135,040 ▼-100.0%00.0%Retail/WholesaleFICOFair Isaac$0$40,572 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$7,503 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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