Absoluto Partners Gestao De Recursos Ltda Top Holdings and 13F Report (2021) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Absoluto Partners Gestao De Recursos LtdaInvestment ActivityAbsoluto Partners Gestao De Recursos Ltda has $213.30 million in total holdings as of September 30, 2021.Absoluto Partners Gestao De Recursos Ltda owns shares of 22 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 15.75% of the portfolio was purchased this quarter.About 47.92% of the portfolio was sold this quarter.This quarter, Absoluto Partners Gestao De Recursos Ltda has purchased 25 new stocks and bought additional shares in 8 stocks.Absoluto Partners Gestao De Recursos Ltda sold shares of 9 stocks and completely divested from 8 stocks this quarter.Largest Holdings NU $78,089,557MercadoLibre $67,775,119XP $10,656,880VTEX $10,433,744Amazon.com $8,709,829 Largest New Holdings this Quarter Microsoft $5,034,336 HoldingFair Isaac $1,908,154 HoldingNVIDIA $1,766,460 HoldingBuilders FirstSource $1,724,709 HoldingHome Depot $1,607,668 Holding Largest Purchases this Quarter MercadoLibre 12,008 shares (about $18.16M)Microsoft 11,966 shares (about $5.03M)Fair Isaac 1,527 shares (about $1.91M)NVIDIA 1,955 shares (about $1.77M)Builders FirstSource 8,270 shares (about $1.72M) Largest Sales this Quarter NU 5,700,528 shares (about $68.01M)XP 649,826 shares (about $16.67M)Meta Platforms 3,823 shares (about $1.86M)Domino's Pizza 2,297 shares (about $1.14M)Amazon.com 4,576 shares (about $825.42K) 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$78,089,557$68,007,299 ▼-46.5%6,545,64636.6%Business ServicesMELIMercadoLibre$67,775,119$18,155,616 ▲36.6%44,82631.8%Retail/WholesaleXPXP$10,656,880$16,674,535 ▼-61.0%415,3115.0%FinanceVTEXVTEX$10,433,744$1,053,162 ▲11.2%1,277,0804.9%Computer and TechnologyAMZNAmazon.com$8,709,829$825,419 ▼-8.7%48,2864.1%Retail/WholesaleMSFTMicrosoft$5,034,336$5,034,336 ▲New Holding11,9662.4%Computer and TechnologyMETAMeta Platforms$3,676,326$1,856,372 ▼-33.6%7,5711.7%Computer and TechnologyCRMSalesforce$3,363,879$116,557 ▼-3.3%11,1691.6%Computer and TechnologyGOOGLAlphabet$3,337,364$775,780 ▲30.3%22,1121.6%Computer and TechnologySPGIS&P Global$2,625,027$386,734 ▲17.3%6,1701.2%Business ServicesMAMastercard$2,228,706$653,491 ▼-22.7%4,6281.0%Business ServicesVVisa$2,080,820$107,446 ▲5.4%7,4561.0%Business ServicesFICOFair Isaac$1,908,154$1,908,154 ▲New Holding1,5270.9%Computer and TechnologyNOWServiceNow$1,856,444$766,212 ▲70.3%2,4350.9%Computer and TechnologyLOWLowe's Companies$1,830,235$219,577 ▲13.6%7,1850.9%Retail/WholesaleNVDANVIDIA$1,766,460$1,766,460 ▲New Holding1,9550.8%Computer and TechnologyBLDRBuilders FirstSource$1,724,709$1,724,709 ▲New Holding8,2700.8%Retail/WholesaleDPZDomino's Pizza$1,655,604$1,141,333 ▼-40.8%3,3320.8%Retail/WholesaleNFLXNetflix$1,627,644$621,906 ▼-27.6%2,6800.8%Consumer DiscretionaryHDHome Depot$1,607,668$1,607,668 ▲New Holding4,1910.8%Retail/WholesaleELEstée Lauder Companies$1,208,998$79,850 ▲7.1%7,8430.6%Consumer StaplesORLYO'Reilly Automotive$100,470$77,892 ▼-43.7%890.0%Retail/WholesaleMICROSOFT CORP$0$4,432,007 ▼-100.0%00.0%COMFAIR ISAAC CORP$0$1,366,548 ▼-100.0%00.0%COMMCDMcDonald's$0$1,351,196 ▼-100.0%00.0%Retail/WholesaleHOME DEPOT INC$0$1,326,593 ▼-100.0%00.0%COMNVIDIA CORPORATION$0$1,172,186 ▼-100.0%00.0%COMSNOWSnowflake$0$1,016,890 ▼-100.0%00.0%Computer and TechnologyBUILDERS FIRSTSOURCE INC$0$794,301 ▼-100.0%00.0%COMRH$0$768,050 ▼-100.0%00.0%COMShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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