$249 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 13 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $87,073,000 | -11.3% | 64,575 | +10.4% | 34.98% | +8.9% |
| XP | Buy | XP INCcl a | $37,993,000 | -5.5% | 1,321,966 | +32.1% | 15.26% | +16.1% |
| NTCO | Buy | NATURA &CO HLDG S Aads | $33,867,000 | -40.4% | 3,653,399 | +7.1% | 13.60% | -26.8% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $26,274,000 | -44.9% | 7,006,277 | -22.5% | 10.56% | -32.3% |
| BUD | Sell | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $21,822,000 | +7.3% | 360,400 | -0.1% | 8.77% | +31.8% |
| New | NU HLDGS LTD | $15,211,000 | – | 1,621,626 | +100.0% | 6.11% | – | |
| VALE | Buy | VALE S Asponsored ads | $15,108,000 | +7.3% | 1,077,617 | +6.7% | 6.07% | +31.8% |
| GGB | Sell | GERDAU SAspon adr rep pfd | $4,230,000 | -2.5% | 859,786 | -2.5% | 1.70% | +19.7% |
| MELI KASZEK PIONEER CORPclass a ord | $3,124,000 | +4.6% | 270,268 | 0.0% | 1.26% | +28.6% | ||
| Buy | VTEX | $2,891,000 | -47.9% | 269,720 | +0.0% | 1.16% | -36.0% | |
| HPXU | HPX CORPunit 99/99/9999 | $606,000 | +0.3% | 60,000 | 0.0% | 0.24% | +23.4% | |
| LOMA | Sell | LOMA NEGRA C I A S A MTNsponsored ads | $434,000 | -96.9% | 65,000 | -96.7% | 0.17% | -96.2% |
| HPX | HPX CORP-A | $296,000 | +0.3% | 30,000 | 0.0% | 0.12% | +24.0% | |
| STNE | Exit | STONECO LTD | $0 | – | -17,345 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.