$226 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 10 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $64,490,730 | -36.5% | 101,262 | +18.6% | 28.52% | -12.0% |
| BUD | Sell | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $64,289,787 | -14.5% | 1,191,655 | -4.8% | 28.43% | +18.6% |
| XP | Buy | XP INCcl a | $38,633,343 | -9.6% | 2,151,077 | +51.6% | 17.08% | +25.4% |
| NTCO | NATURA &CO HLDG S Aads | $21,045,607 | -52.3% | 4,039,464 | 0.0% | 9.31% | -33.8% | |
| Buy | NU HLDGS LTD | $17,756,428 | +42.3% | 4,747,708 | +193.7% | 7.85% | +97.3% | |
| Buy | VTEX | $12,353,356 | -49.1% | 4,010,830 | +1.6% | 5.46% | -29.4% | |
| GGB | GERDAU SAspon adr rep pfd | $3,688,482 | -33.3% | 859,786 | 0.0% | 1.63% | -7.5% | |
| VALE | VALE S Asponsored ads | $2,985,529 | -26.8% | 204,069 | 0.0% | 1.32% | +1.5% | |
| HPXU | HPX CORPunit 99/99/9999 | $599,400 | -0.6% | 60,000 | 0.0% | 0.26% | +38.0% | |
| HPX | HPX CORP-A | $299,400 | +0.6% | 30,000 | 0.0% | 0.13% | +38.9% | |
| Exit | MELI KASZEK PIONEER CORPclass a ord | $0 | – | -269,765 | -100.0% | -0.89% | – |
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.