Portfolio (Quarterly) Guide ↗

Absolute Gestao de Investimentos Ltda.

· CIK 0001622610

13F Portfolio $877.1B AUM 74 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 55 New 12 Added 6 Reduced 27 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	IREN	IREN LIMITED	Financial Services	8,165	$308K	0.03%	SOLD
22	BE	BLOOM ENERGY CORP	Industrials	3,125	$272K	0.03%	SOLD
23	CLS	CELESTICA INC	Technology	890	$263K	0.03%	SOLD
24	CIFR	CIPHER MINING INC	Financial Services	17,820	$263K	0.03%	SOLD
25	WULF	TERAWULF INC	Financial Services	21,123	$243K	0.03%	SOLD
26	CLSK	CLEANSPARK INC	Technology	19,722	$200K	0.02%	SOLD
27	— CALL	SELECT SECTOR SPDR TR	—	27,353	$43K	0.01%	SOLD

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Sector Allocation

Communication Services 22.8%

Financial Services 22.8%

Technology 16.5%

Utilities 9.3%

Healthcare 9.2%

Consumer Cyclical 7.6%

Consumer Defensive 5.5%

Industrials 4.8%

Basic Materials 1.4%