$363 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 10 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MELI | Sell | MERCADOLIBRE INC | $91,009,000 | -42.7% | 58,422 | -41.0% | 25.08% | -37.6% |
XP | Sell | XP INCcl a | $73,745,000 | -4.5% | 1,693,340 | -10.1% | 20.32% | +3.9% |
VALE | Sell | VALE SAsponsored ads | $27,015,000 | -26.8% | 1,184,359 | -39.3% | 7.44% | -20.4% |
LOMA | Sell | LOMA NEGRA CORPsponsored ads | $16,229,000 | -7.0% | 2,383,072 | -6.0% | 4.47% | +1.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MERCADOLIBRE INC | 24 | Q3 2023 | 71.0% |
VALE SA | 19 | Q3 2023 | 12.4% |
NATURA &CO HOLDING SA | 15 | Q3 2023 | 83.9% |
COSAN LTD | 13 | Q4 2020 | 31.2% |
XP INC | 12 | Q3 2022 | 40.9% |
ANHEUSER-BUSCH INBEV SA/NV | 12 | Q4 2022 | 42.3% |
LOMA NEGRA CORP | 12 | Q4 2021 | 4.6% |
GERDAU SA | 11 | Q3 2022 | 1.9% |
VTEX | 9 | Q3 2023 | 11.4% |
NU HLDGS LTD | 8 | Q3 2023 | 51.3% |
View Dynamo Administracao de Recursos Ltda.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR/A | 2023-09-01 |
13F-HR/A | 2023-09-01 |
13F-HR | 2023-08-14 |
13F-HR/A | 2023-06-14 |
13F-HR/A | 2023-06-14 |
13F-HR/A | 2023-06-14 |
13F-HR/A | 2023-06-14 |
13F-HR | 2023-05-15 |
View Dynamo Administracao de Recursos Ltda.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.