Fund HoldingsABS Direct Equity Fund LLC

Total Portfolio Value
$130.86M
Total Bought
$73.95M
Total Sold
$20.45M
Net Transaction
+$53.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STONECO LTD(STNE)0480,350+480,35005,7614.40%+5,761
INTER & CO INC(INTR)0581,700+581,70004,1963.21%+4,196
MERCADOLIBRE INC(MELI)5102,910+2,4001,0275,1923.97%+4,165
PAMPA ENERGIA SA(PAM)26,10573,961+47,8562,3116,3594.86%+4,049
NU HLDGS LTD(NU)0247,700+247,70003,5072.68%+3,507
CELLEBRITE DI LTD(CLBT)0250,000+250,00003,4452.63%+3,445
CHOICE HOTELS INTL INC(CHH)025,171+25,17102,6051.99%+2,605
XP INC(XP)0129,100+129,10002,4581.88%+2,458
SEMPRA(SRE)025,000+25,00002,4291.86%+2,429
VISTA ENERGY S.A.B. DE C.V.(VIST)030,000+30,00002,2641.73%+2,264
CEMEX SA EURO MTN BE 144A(CX)492,700691,420+198,7205,6617,9106.04%+2,249
KASPI KZ JSC(KSPI)48,68574,885+26,2003,8045,8264.45%+2,022
SHARKNINJA INC(SN)017,500+17,50001,8531.42%+1,853
GENIUS SPORTS LIMITED
SHARES CL A
0400,000+400,00001,7721.35%+1,772
CREDICORP LTD(BAP)04,500+4,50001,5261.17%+1,526
PAGSEGURO DIGITAL LTD(PAGS)0118,900+118,90001,1910.91%+1,191
PDD HOLDINGS INC(PDD)57,53075,800+18,2706,5237,4865.72%+963
GRUPO AEROPORTUNARIO DEL PAC(PAC)10,26014,820+4,5602,7053,6592.80%+954
TRANSPORTADORA DE GAS DEL SU(TGS)52,09373,881+21,7881,6202,5571.95%+937
ARCOS DORADOS HLDGS INC(ARCO)0109,882+109,88209070.69%+907
CELSIUS HLDGS INC(CELH)025,000+25,00008870.68%+887
SOTERA HEALTH CO(SHC)050,000+50,00007170.55%+717
CENTERSPACE(CSR)10,80725,000+14,1937211,4361.10%+715
LOMA NEGRA C I A S A MTN 14103,990179,961+75,9711,3471,9961.53%+649
FOMENTO ECONOMICO MEXICANO S(FMX)66,06065,300-7606,6777,2525.54%+576
BLOOM ENERGY CORP01,800+1,80005200.40%+520
MICRON TECHNOLOGY INC(MU)0900+90005190.40%+519
ZOOM COMMUNICATIONS INC(ZM)04,600+4,60004900.37%+490
LUMENTUM HLDGS INC(LITE)0500+50004880.37%+488
ASTERA LABS INC(ALAB)02,400+2,40004830.37%+483
INTEL CORP(INTC)04,971+4,97104760.36%+476
COMPANIA DE MINAS BUENAVENTU(BVN)013,000+13,00004690.36%+469
ALPHABET INC(GOOG)01,200+1,20004600.35%+460
NVENT ELEC PLC(NVT)02,800+2,80004560.35%+456
TITAN AMER SA
COMMON SHARES
030,000+30,00004490.34%+449
AMAZON COM INC(AMZN)01,600+1,60004350.33%+435
CIENA CORP(CIEN)0800+80004310.33%+431
NVIDIA CORPORATION(NVDA)02,000+2,00003970.30%+397
CSX CORP(CSX)08,600+8,60003850.29%+385
MICROSOFT CORP(MSFT)0920+92003810.29%+381
FIRST SOLAR INC(FSLR)01,800+1,80003810.29%+381
ECHOSTAR CORP(ECHO)03,100+3,10003730.29%+373
CONSTELLATION ENERGY CORP(CEG)01,160+1,16003720.28%+372
META PLATFORMS INC(META)0600+60003660.28%+366
VISA INC(V)01,120+1,12003660.28%+366
DIAMONDBACK ENERGY INC(FANG)01,700+1,70003630.28%+363
APPLE INC(AAPL)01,300+1,30003600.28%+360
WASTE MGMT INC DEL(WM)01,500+1,50003420.26%+342
LINDE PLC(LIN)0680+68003360.26%+336
AXON ENTERPRISE INC(AXON)0760+76002990.23%+299
PALO ALTO NETWORKS INC(PANW)01,600+1,60002950.23%+295
SHERWIN WILLIAMS CO(SHW)0920+92002860.22%+286
TWILIO INC(TWLO)01,500+1,50002850.22%+285
APPLIED MATLS INC0700+70002740.21%+274
REVOLUTION MEDICINES INC(RVMD)01,800+1,80002660.20%+266
WESTERN DIGITAL CORP(WDC)0600+60002650.20%+265
LAM RESEARCH CORP(LRCX)0900+90002330.18%+233
MARVELL TECHNOLOGY INC(MRVL)01,400+1,40002290.18%+229
MIRUM PHARMACEUTICALS INC(MIRM)02,100+2,10002220.17%+222
CELCUITY INC(CELC)01,500+1,50002170.17%+217
GUARDANT HEALTH INC(GH)02,300+2,30002100.16%+210
ICON PLC(ICLR)01,800+1,80002020.15%+202
COREWEAVE INC(CRWV)01,600+1,60002010.15%+201
VERTIV HOLDINGS CO(VRT)0600+60001990.15%+199
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,100+1,10001980.15%+198
ELI LILLY & CO(LLY)0200+20001940.15%+194
SPYRE THERAPEUTICS INC(SYRE)02,800+2,80001940.15%+194
JAZZ PHARMACEUTICALS PLC(JAZZ)0900+90001870.14%+187
ROYALTY PHARMA PLC(RPRX)03,600+3,60001810.14%+181
DIANTHUS THERAPEUTICS INC(DNTH)02,000+2,00001790.14%+179
CG ONCOLOGY INC(CGON)02,600+2,60001760.13%+176
EDWARDS LIFESCIENCES CORP02,100+2,10001750.13%+175
COGENT BIOSCIENCES INC(COGT)04,700+4,70001730.13%+173
CHARLES RIV LABS INTL INC(CRL)01,000+1,00001720.13%+172
UNITY SOFTWARE INC(U)06,100+6,10001690.13%+169
ALKERMES PLC(ALKS)04,900+4,90001670.13%+167
INTUITIVE SURGICAL INC0360+36001630.12%+163
SPOTIFY TECHNOLOGY S A(SPOT)0360+36001580.12%+158
STRYKER CORPORATION(SYK)0520+52001510.12%+151
DEXCOM INC(DXCM)02,500+2,50001500.11%+150
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,400+2,40001460.11%+146
PRAXIS PRECISION MEDICINES I(PRAX)0400+40001350.10%+135
TERADYNE INC(TER)0400+40001350.10%+135
GRUPO AEROPORTUARIO DEL SURE6,7706,900+1302,1892,3191.77%+130
SEMTECH CORP(SMTC)01,100+1,10001180.09%+118
BROADCOM INC(AVGO)0280+28001170.09%+117
SNOWFLAKE INC(SNOW)0700+70001010.08%+101
SYNOPSYS INC(SNPS)0200+20001000.08%+100
COHERENT CORP(COHR)0300+3000990.08%+99
ACTUATE THERAPEUTICS INC6,59750,000+43,403401370.10%+97
SHOPIFY INC(SHOP)0700+7000890.07%+89
BRIDGEBIO PHARMA INC(BBIO)01,243+1,2430860.07%+86
GRUPO AEROPORTUARIO DEL CENT(OMAB)13,65013,65001,4851,5661.20%+81
WAYFAIR INC(W)01,100+1,1000710.05%+71
COCA-COLA FEMSA SAB DE CV(KOF)20,05020,080+301,8991,9591.50%+60
REIN THERAPEUTICS INC125,000125,00001451630.12%+18
ROYAL GOLD INC(RGLD)1,069450-6192381150.09%-123
UNITED PARKS & RESORTS INC(PRKS)50,00050,00001,8151,6331.25%-182
ALTA EQUIPMENT GROUP INC185,00097,425-87,5758515230.40%-328
INVITATION HOMES INC(INVH)13,5260-13,5263760-376
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