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 |
|---|---|---|---|---|---|---|
| Q3 2025 as of | Trim | Take Two Interactive Software Inc Common stock | $-4.7K | -18 -0.37% | 4,887 1.66% of portfolio | low |
| Q1 2025 as of | New | 46090E103 Common stock | $7.5K | +16 | 16 <0.01% of portfolio | low |
| Q2 2025 as of | Exit | 46090E103 Common stock | $-7.5K | -16 -100.00% | 0 | low |
| Q1 2025 as of | Add | Alphabet Inc. Common stock | $20.1K | +130 +0.69% | 18,960 3.86% of portfolio | low |
| Q4 2025 as of | Exit | S&P Global Inc. Common stock | $-23.4K | -48 -100.00% | 0 | low |
| Q2 2025 as of | Add | Amazon.com Inc Common stock | $37.1K | +169 +0.41% | 41,896 12.11% of portfolio | low |
| Q2 2025 as of | Exit | Fair Isaac Corp Common stock | $-40.6K | -22 -100.00% | 0 | low |
| Q3 2025 as of | New | Dollar Tree, Inc. Common stock | $59.1K | +626 | 626 0.08% of portfolio | low |
| Q4 2025 as of | Exit | Dollar Tree, Inc. Common stock | $-59.1K | -626 -100.00% | 0 | low |
| Q2 2025 as of | Trim | ServiceNow Inc Common stock | $-60.7K | -59 -4.34% | 1,300 1.76% of portfolio | low |
| Q2 2025 as of | New | Take Two Interactive Software Inc Common stock | $67.3K | +5K | 4,905 0.09% of portfolio | low |
| Q1 2025 as of | Add | Meta Platforms Inc Common stock | $70.3K | +122 +3.41% | 3,699 2.81% of portfolio | low |
| Q1 2025 as of | Trim | NVIDIA Corp Common stock | $-95.6K | -882 -5.98% | 13,869 1.98% of portfolio | low |
| Q3 2025 as of | Add | Sherwin Williams Co Common stock | $124.7K | +360 +4.91% | 7,699 3.51% of portfolio | low |
| Q1 2025 as of | Add | Mastercard Inc Common stock | $127.7K | +233 +6.84% | 3,640 2.63% of portfolio | low |
| Q1 2025 as of | Add | Lowes Companies Inc Common stock | $134.6K | +577 +28850.00% | 579 0.18% of portfolio | low |
| Q2 2025 as of | Exit | Lowes Companies Inc Common stock | $-135.0K | -579 -100.00% | 0 | low |
| Q1 2025 as of | Trim | Netflix Inc Common stock | $-156.7K | -168 -6.74% | 2,323 2.85% of portfolio | low |
| Q3 2025 as of | Trim | S&P Global Inc. Common stock | $-179.6K | -369 -88.49% | 48 0.03% of portfolio | low |
| Q3 2025 as of | New | Snowflake Inc. Common stock | $191.9K | +851 | 851 0.25% of portfolio | low |
| Q4 2025 as of | Exit | Snowflake Inc. Common stock | $-191.9K | -851 -100.00% | 0 | low |
| Q3 2025 as of | Trim | Microsoft Corp Common stock | $-213.9K | -413 -3.13% | 12,800 8.73% of portfolio | low |
| Q2 2025 as of | Add | Netflix Inc Common stock | $216.9K | +162 +6.97% | 2,485 4.38% of portfolio | low |
| Q3 2025 as of | Add | Starbucks Corp Common stock | $232.9K | +3K +10.49% | 28,985 3.23% of portfolio | low |
| Q3 2025 as of | Exit | Chipotle Mexican Grill Inc Common stock | $-265.0K | -5K -100.00% | 0 | low |
| Q1 2025 as of | Add | Domino's Pizza Inc. Common stock | $268.3K | +584 +28.38% | 2,642 1.60% of portfolio | low |
| Q2 2025 as of | Add | Rh Common stock | $276.9K | +1K +34.77% | 5,679 1.41% of portfolio | low |
| Q2 2025 as of | Add | Lululemon Athletica Inc Common stock | $278.2K | +1K +16.53% | 8,254 2.58% of portfolio | low |
| Q3 2025 as of | Trim | Sea Ltd Common stock | $-278.5K | -2K -4.78% | 31,061 7.31% of portfolio | low |
| Q1 2025 as of | Trim | ServiceNow Inc Common stock | $-282.6K | -355 -20.71% | 1,359 1.43% of portfolio | low |
| Q3 2025 as of | Trim | ServiceNow Inc Common stock | $-297.3K | -323 -24.85% | 977 1.18% of portfolio | low |
| Q1 2025 as of | Add | Home Depot, Inc. Common stock | $299.1K | +816 +50.37% | 2,436 1.18% of portfolio | low |
| Q1 2025 as of | Add | Visa Inc Common stock | $300.3K | +857 +12.76% | 7,575 3.50% of portfolio | low |
| Q1 2025 as of | Add | Rh Common stock | $306.1K | +1K +44.91% | 4,214 1.30% of portfolio | low |
| Q2 2025 as of | Add | Mastercard Inc Common stock | $311.9K | +555 +15.25% | 4,195 3.11% of portfolio | low |
| Q2 2025 as of | New | Carvana Co. Common stock | $325.8K | +967 | 967 0.43% of portfolio | low |
| Q1 2025 as of | Add | Sherwin Williams Co Common stock | $326.8K | +936 +11.67% | 8,960 4.12% of portfolio | low |
| Q2 2025 as of | Trim | Starbucks Corp Common stock | $-340.4K | -4K -12.41% | 26,232 3.17% of portfolio | low |
| Q3 2025 as of | Trim | Mastercard Inc Common stock | $-371.4K | -653 -15.57% | 3,542 2.65% of portfolio | low |
| Q3 2025 as of | Add | Oracle Corp Common stock | $398.5K | +1K +7.95% | 19,230 7.13% of portfolio | low |
| Q1 2025 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $525.7K | +3K +15.99% | 22,975 5.02% of portfolio | low |
| Q4 2025 as of | Exit | Dollar General Corp Common stock | $-532.9K | -5K -100.00% | 0 | low |
| Q2 2025 as of | Trim | Sherwin Williams Co Common stock | $-556.6K | -2K -18.09% | 7,339 3.32% of portfolio | low |
| Q1 2025 as of | Trim | S&P Global Inc. Common stock | $-591.9K | -1K -28.14% | 2,975 1.99% of portfolio | low |
| Q2 2025 as of | Add | Oracle Corp Common stock | $595.5K | +3K +18.05% | 17,813 5.13% of portfolio | low |
| Q3 2025 as of | Trim | O Reilly Automotive Inc Common stock | $-619.3K | -6K -16.48% | 29,118 4.14% of portfolio | low |
| Q1 2025 as of | Add | Microsoft Corp Common stock | $619.4K | +2K +16.29% | 11,776 5.82% of portfolio | low |
| Q2 2025 as of | Add | Visa Inc Common stock | $626.3K | +2K +23.29% | 9,339 4.37% of portfolio | low |
| Q2 2025 as of | Add | Domino's Pizza Inc. Common stock | $630.4K | +1K +52.95% | 4,041 2.40% of portfolio | low |
| Q2 2025 as of | Add | NVIDIA Corp Common stock | $669.6K | +4K +30.56% | 18,107 3.77% of portfolio | low |