$306 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 13 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $98,203,000 | +7.9% | 58,475 | +0.1% | 32.11% | +28.0% |
| NTCO | NATURA &CO HLDG S Aads | $56,817,000 | -26.6% | 3,412,456 | 0.0% | 18.58% | -12.9% | |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $47,670,000 | +135.4% | 9,045,623 | +168.5% | 15.59% | +179.4% |
| XP | Sell | XP INCcl a | $40,195,000 | -45.5% | 1,000,628 | -40.9% | 13.14% | -35.3% |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $20,341,000 | – | 360,784 | +100.0% | 6.65% | – |
| LOMA | Sell | LOMA NEGRA C I A S A MTNsponsored ads | $14,173,000 | -12.7% | 1,987,790 | -16.6% | 4.63% | +3.6% |
| VALE | Sell | VALE SAsponsored ads | $14,086,000 | -47.9% | 1,009,720 | -14.7% | 4.60% | -38.1% |
| New | VTEX | $5,548,000 | – | 269,694 | +100.0% | 1.81% | – | |
| GGB | GERDAU SAspon adr rep pfd | $4,339,000 | -16.6% | 881,986 | 0.0% | 1.42% | -1.0% | |
| New | MELI KASZEK PIONEER CORPclass a ord | $2,986,000 | – | 270,268 | +100.0% | 0.98% | – | |
| STNE | Sell | STONECO LTD | $602,000 | -98.8% | 17,345 | -97.7% | 0.20% | -98.6% |
| HPXU | HPX CORPunit 99/99/9999 | $604,000 | -2.3% | 60,000 | 0.0% | 0.20% | +15.9% | |
| HPX | HPX CORP | $295,000 | -0.3% | 30,000 | 0.0% | 0.10% | +17.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.