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 | Add | H5919C104 Common stock | $691.9K | +16K +64.10% | 41,824 2.33% of portfolio | low |
| Q3 2025 as of | Trim | Dollar General Corp Common stock | $-695.6K | -7K -56.62% | 5,156 0.70% of portfolio | low |
| Q2 2025 as of | Add | Microsoft Corp Common stock | $714.8K | +1K +12.20% | 13,213 8.66% of portfolio | low |
| Q3 2025 as of | New | Builders FirstSource Inc Common stock | $793.1K | +7K | 6,541 1.04% of portfolio | low |
| Q4 2025 as of | Exit | Builders FirstSource Inc Common stock | $-793.1K | -7K -100.00% | 0 | low |
| Q3 2025 as of | Trim | NVIDIA Corp Common stock | $-839.8K | -5K -24.86% | 13,606 3.34% of portfolio | low |
| Q1 2025 as of | Add | Oracle Corp Common stock | $851.6K | +6K +67.69% | 15,089 2.78% of portfolio | low |
| Q1 2025 as of | Add | Starbucks Corp Common stock | $873.9K | +9K +42.35% | 29,947 3.87% of portfolio | low |
| Q2 2025 as of | Exit | Home Depot, Inc. Common stock | $-892.8K | -2K -100.00% | 0 | low |
| Q4 2025 as of | Exit | ServiceNow Inc Common stock | $-899.1K | -977 -100.00% | 0 | low |
| Q3 2025 as of | Add | Carvana Co. Common stock | $952.2K | +3K +261.01% | 3,491 1.74% of portfolio | low |
| Q1 2025 as of | Exit | Salesforce Inc Common stock | $-964.9K | -3K -100.00% | 0 | low |
| Q1 2025 as of | Add | Lululemon Athletica Inc Common stock | $980.8K | +3K +95.77% | 7,083 2.64% of portfolio | low |
| Q2 2025 as of | Trim | G98239109 Common stock | $-982.7K | -49K -5.99% | 762,871 20.30% of portfolio | low |
| Q2 2025 as of | Trim | Chipotle Mexican Grill Inc Common stock | $-1.05M | -19K -79.92% | 4,720 0.35% of portfolio | low |
| Q1 2025 as of | Add | Sea Ltd Common stock | $1.06M | +8K +68.47% | 19,991 3.44% of portfolio | low |
| Q3 2025 as of | Add | Rh Common stock | $1.08M | +5K +94.01% | 11,018 2.95% of portfolio | low |
| Q2 2025 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $1.10M | +5K +21.11% | 27,826 8.30% of portfolio | low |
| Q3 2025 as of | Add | N3167Y103 Common stock | $1.15M | +2K +29.79% | 10,307 6.59% of portfolio | low |
| Q1 2025 as of | New | Chipotle Mexican Grill Inc Common stock | $1.18M | +24K | 23,507 1.55% of portfolio | low |
| Q1 2025 as of | Add | Amazon.com Inc Common stock | $1.21M | +6K +18.03% | 41,727 10.46% of portfolio | low |
| Q4 2025 as of | Exit | Take Two Interactive Software Inc Common stock | $-1.26M | -5K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Carvana Co. Common stock | $-1.32M | -3K -100.00% | 0 | low |
| Q3 2025 as of | New | Gildan Activewear Inc Common stock | $1.32M | +23K | 22,806 1.74% of portfolio | low |
| Q4 2025 as of | Exit | Gildan Activewear Inc Common stock | $-1.32M | -23K -100.00% | 0 | low |
| Q2 2025 as of | New | H5919C104 Common stock | $1.33M | +25K | 25,487 1.75% of portfolio | low |
| Q2 2025 as of | Trim | N3167Y103 Common stock | $-1.34M | -3K -25.56% | 7,941 5.13% of portfolio | low |
| Q2 2025 as of | Trim | S&P Global Inc. Common stock | $-1.35M | -3K -85.98% | 417 0.29% of portfolio | low |
| Q2 2025 as of | New | Dollar General Corp Common stock | $1.36M | +12K | 11,887 1.79% of portfolio | low |
| Q3 2025 as of | Trim | Amazon.com Inc Common stock | $-1.37M | -6K -14.94% | 35,635 10.31% 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 | Netflix Inc Common stock | $-1.48M | -1K -49.62% | 1,252 1.98% of portfolio | low |
| Q4 2025 as of | Exit | Netflix Inc Common stock | $-1.50M | -1K -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 | Visa Inc Common stock | $-1.56M | -5K -100.00% | 0 | low |
| Q3 2025 as of | Trim | Visa Inc Common stock | $-1.63M | -5K -51.01% | 4,575 2.06% of portfolio | low |
| Q2 2025 as of | Add | Meta Platforms Inc Common stock | $1.74M | +2K +63.56% | 6,050 5.88% of portfolio | low |
| Q4 2025 as of | Exit | Five Below Inc Common stock | $-1.74M | -11K -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 | H5919C104 Common stock | $-1.77M | -42K -100.00% | 0 | low |
| Q3 2025 as of | Exit | Domino's Pizza Inc. Common stock | $-1.82M | -4K -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 | Lululemon Athletica Inc Common stock | $-1.96M | -8K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Mastercard Inc Common stock | $-2.01M | -4K -100.00% | 0 | low |
| Q2 2025 as of | Add | Sea Ltd Common stock | $2.02M | +13K +63.17% | 32,619 6.87% of portfolio | low |
| Q1 2025 as of | Add | G98239109 Common stock | $2.11M | +154K +23.33% | 811,519 14.70% of portfolio | low |
| Q3 2025 as of | Trim | Meta Platforms Inc Common stock | $-2.20M | -3K -49.59% | 3,050 2.95% of portfolio | low |
| Q4 2025 as of | Exit | Rh Common stock | $-2.24M | -11K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Meta Platforms Inc Common stock | $-2.24M | -3K -100.00% | 0 | low |