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Absoluto Partners Gestao de Recursos Ltda
Absoluto Partners Gestão de Recursos Ltda is a Brazil-based asset management firm headquartered in Rio de Janeiro. Founded in 2019, the firm focuses on long-term fundamental investing, leveraging a highly experienced team with backgrounds in leading Latin American asset management. The firm is led by former BTG Pactual executives and is known for its ownership-driven culture, pursuing deep knowledge of each portfolio company, and emphasizing collective investment decisions. Absoluto Partners serves institutional and qualified investors, with an employee count estimated between 11-50 based on fund management disclosures.
Investment Strategy
Absoluto Partners employs a fundamental, long-term investment strategy, conducting in-depth analysis to identify companies with excellent leadership and execution abilities. The firm’s approach centers on a deep, collective understanding of each investment, with decisions made through collaborative discussion and rigorous debate. It prioritizes resilience, perseverance, and an ownership mentality among its team, seeking to deliver consistent results by investing in companies able to compound value sustainably over time. Their process is meritocratic, focused on medium to long-term outcomes and robust adherence to cultural values.
Latest 13F Filing Activity
Absoluto Partners Gestao de Recursos Ltda filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $164M. The fund increased holdings in Nu HLDGS LTD, XP Inc., Sea LTD among other positions. Absoluto Partners Gestao de Recursos Ltda reduced exposure to Stoneco LTD, Mercadolibre Inc., Alphabet Inc. among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NU | NU HLDGS LTD | 22.22% | $36.4M | 2,656,514 | $12.47 | $13.72 | +$26.7M |
M MELI | MERCADOLIBRE INC | 12.55% | $20.6M | 7,877 | $1392.51 | $2613.63 | -$4.9M |
X XP | XP INC | 9.39% | $15.4M | 762,871 | $17.73 | $20.20 | +$4.3M |
A AMZN | AMAZON COM INC | 5.60% | $9.2M | 41,896 | $153.38 | $219.39 | +$1.3M |
M MSFT | MICROSOFT CORP | 4.01% | $6.6M | 13,213 | $388.66 | $497.41 | +$2.2M |
Industry Allocation
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