$206 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 9 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTCO | NATURA &CO HLDG S Aads | $22,055,473 | +4.8% | 4,039,464 | 0.0% | 10.72% | +15.1% | |
| VTEX | $14,840,071 | +20.1% | 4,010,830 | 0.0% | 7.21% | +32.0% | ||
| GGB | GERDAU SAspon adr rep pfd | $3,886,233 | +5.4% | 859,786 | 0.0% | 1.89% | +15.8% |
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 | 27 | Q2 2024 | 71.0% |
| VALE SA | 22 | Q2 2024 | 12.4% |
| NATURA &CO HOLDING SA | 16 | Q4 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% |
| VTEX | 12 | Q2 2024 | 11.4% |
| LOMA NEGRA CORP | 12 | Q4 2021 | 4.6% |
| NU HLDGS LTD | 11 | Q2 2024 | 80.5% |
| GERDAU SA | 11 | Q3 2022 | 1.9% |
View Dynamo Administracao de Recursos Ltda.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.