$314 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $101,573,266 | +16.7% | 85,393 | +32.2% | 32.39% | -7.4% |
| BUD | Buy | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $75,149,895 | +244.4% | 1,251,247 | +247.2% | 23.96% | +173.4% |
| NTCO | Buy | NATURA &CO HLDG S Aads | $44,110,947 | +30.2% | 4,039,464 | +10.6% | 14.07% | +3.4% |
| XP | Buy | XP INCcl a | $42,720,268 | +12.4% | 1,419,278 | +7.4% | 13.62% | -10.7% |
| Buy | VTEX | $24,278,029 | +739.8% | 3,947,647 | +1363.6% | 7.74% | +566.8% | |
| Sell | NU HLDGS LTD | $12,480,152 | -18.0% | 1,616,600 | -0.3% | 3.98% | -34.9% | |
| GGB | GERDAU SAspon adr rep pfd | $5,528,424 | +30.7% | 859,786 | 0.0% | 1.76% | +3.8% | |
| VALE | Sell | VALE S Asponsored ads | $4,079,339 | -73.0% | 204,069 | -81.1% | 1.30% | -78.6% |
| Sell | MELI KASZEK PIONEER CORPclass a ord | $2,778,580 | -11.1% | 269,765 | -0.2% | 0.89% | -29.4% | |
| HPXU | HPX CORPunit 99/99/9999 | $603,000 | -0.5% | 60,000 | 0.0% | 0.19% | -21.0% | |
| HPX | HPX CORP-A | $297,600 | +0.5% | 30,000 | 0.0% | 0.10% | -20.2% | |
| LOMA | Exit | LOMA NEGRA C I A S A MTNsponsored ads | $0 | – | -65,000 | -100.0% | -0.17% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -7,006,277 | -100.0% | -10.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-06-14
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.