Institutions / Absoluto Partners Gestao de Recursos Ltda / Activity
Activity — Absoluto Partners Gestao de Recursos Ltda
129 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | Add | G6683N103 Common stock | $23.34M | +1.7M +178.09% | 2,656,514 48.02% of portfolio | medium |
| Q3 2025 as of | Exit | G98239109 Common stock | $-15.41M | -763K -100.00% | 0 | medium |
| Q4 2025 as of | Add | MercadoLibre, Inc. Common stock | $14.72M | +7K +141.51% | 12,433 33.10% of portfolio | medium |
| Q2 2025 as of | Trim | MercadoLibre, Inc. Common stock | $-13.54M | -5K -39.68% | 7,877 27.12% of portfolio | medium |
| Q1 2025 as of | New | G6683N103 Common stock | $9.78M | +955K | 955,280 12.89% of portfolio | medium |
| Q3 2025 as of | Add | G6683N103 Common stock | $8.16M | +510K +19.19% | 3,166,186 66.78% of portfolio | medium |
| Q4 2025 as of | Exit | Amazon.com Inc Common stock | $-7.82M | -36K -100.00% | 0 | medium |
| Q1 2025 as of | New | G85158106 Common stock | $7.82M | +747K | 746,580 10.31% of portfolio | medium |
| Q2 2025 as of | Exit | G85158106 Common stock | $-7.82M | -747K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Microsoft Corp Common stock | $-6.63M | -13K -100.00% | 0 | medium |
| Q3 2025 as of | Trim | MercadoLibre, Inc. Common stock | $-6.38M | -3K -34.65% | 5,148 15.85% of portfolio | medium |
| Q1 2025 as of | Trim | MercadoLibre, Inc. Common stock | $-6.24M | -3K -19.68% | 13,059 33.56% of portfolio | medium |
| Q4 2025 as of | Exit | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-6.24M | -22K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Sea Ltd Common stock | $-5.55M | -31K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Oracle Corp Common stock | $-5.41M | -19K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | N3167Y103 Common stock | $-5.00M | -10K -100.00% | 0 | medium |
| Q1 2025 as of | Exit | G9470A102 Common stock | $-3.97M | -674K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Alphabet Inc. Common stock | $-3.85M | -16K -100.00% | 0 | low |
| Q4 2025 as of | Exit | L8681T102 Common stock | $-3.69M | -5K -100.00% | 0 | low |
| Q3 2025 as of | New | L8681T102 Common stock | $3.69M | +5K | 5,293 4.87% of portfolio | low |
| Q3 2025 as of | Add | Alphabet Inc. Common stock | $3.64M | +15K +1780.29% | 15,832 5.07% of portfolio | low |
| Q2 2025 as of | Trim | Alphabet Inc. Common stock | $-3.19M | -18K -95.56% | 842 0.20% of portfolio | low |
| Q4 2025 as of | Exit | O Reilly Automotive Inc Common stock | $-3.14M | -29K -100.00% | 0 | low |
| Q2 2025 as of | Add | O Reilly Automotive Inc Common stock | $3.01M | +33K +2291.08% | 34,862 4.14% of portfolio | low |
| Q1 2025 as of | Add | N3167Y103 Common stock | $2.85M | +7K +165.77% | 10,668 6.01% of portfolio | low |
| Q4 2025 as of | Trim | G6683N103 Common stock | $-2.67M | -158K -4.99% | 3,008,189 66.90% of portfolio | low |
| Q4 2025 as of | Exit | Sherwin Williams Co Common stock | $-2.67M | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | NVIDIA Corp Common stock | $-2.54M | -14K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Starbucks Corp Common stock | $-2.45M | -29K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Meta Platforms Inc Common stock | $-2.24M | -3K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Rh Common stock | $-2.24M | -11K -100.00% | 0 | low |
| Q3 2025 as of | Trim | Meta Platforms Inc Common stock | $-2.20M | -3K -49.59% | 3,050 2.95% of portfolio | low |
| Q1 2025 as of | Add | G98239109 Common stock | $2.11M | +154K +23.33% | 811,519 14.70% of portfolio | low |
| Q2 2025 as of | Add | Sea Ltd Common stock | $2.02M | +13K +63.17% | 32,619 6.87% of portfolio | low |
| Q4 2025 as of | Exit | Mastercard Inc Common stock | $-2.01M | -4K -100.00% | 0 | low |
| Q3 2025 as of | Exit | Lululemon Athletica Inc Common stock | $-1.96M | -8K -100.00% | 0 | low |
| Q1 2025 as of | Add | O Reilly Automotive Inc Common stock | $1.84M | +1K +733.14% | 1,458 2.75% of portfolio | low |
| Q3 2025 as of | Exit | Domino's Pizza Inc. Common stock | $-1.82M | -4K -100.00% | 0 | low |
| Q4 2025 as of | Exit | H5919C104 Common stock | $-1.77M | -42K -100.00% | 0 | low |
| Q3 2025 as of | New | Five Below Inc Common stock | $1.74M | +11K | 11,254 2.29% of portfolio | low |
| Q4 2025 as of | Exit | Five Below Inc Common stock | $-1.74M | -11K -100.00% | 0 | low |
| Q2 2025 as of | Add | Meta Platforms Inc Common stock | $1.74M | +2K +63.56% | 6,050 5.88% of portfolio | low |
| Q3 2025 as of | Trim | Visa Inc Common stock | $-1.63M | -5K -51.01% | 4,575 2.06% of portfolio | low |
| Q4 2025 as of | Exit | Visa Inc Common stock | $-1.56M | -5K -100.00% | 0 | low |
| Q3 2025 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-1.53M | -5K -19.73% | 22,336 8.22% of portfolio | low |
| Q4 2025 as of | Exit | Netflix Inc Common stock | $-1.50M | -1K -100.00% | 0 | low |
| Q3 2025 as of | Trim | Netflix Inc Common stock | $-1.48M | -1K -49.62% | 1,252 1.98% of portfolio | low |
| Q3 2025 as of | New | BABA Alibaba Group Holding Ltd ADR | $1.46M | +8K | 8,182 1.93% of portfolio | low |
| Q4 2025 as of | Exit | BABA Alibaba Group Holding Ltd ADR | $-1.46M | -8K -100.00% | 0 | low |
| Q3 2025 as of | Trim | Amazon.com Inc Common stock | $-1.37M | -6K -14.94% | 35,635 10.31% of portfolio | low |