Dynamo Administracao de Recursos Ltda. - Q1 2023 holdings

$27.3 Million is the total value of Dynamo Administracao de Recursos Ltda.'s 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 16.7% .

 Value Shares↓ Weighting
NTCO  NATURA &CO HLDG S Aads$21,086,002
+20.6%
4,039,4640.0%77.35%
+482.9%
MELI SellMERCADOLIBRE INC$2,203,796
-94.9%
1,672
-96.7%
8.08%
-75.2%
SellVTEX$1,961,587
-87.0%
510,830
-87.3%
7.20%
-36.9%
BuyNU HLDGS LTD$1,885,384
+356.0%
396,089
+289.9%
6.92%
+2102.5%
VALE  VALE S Asponsored ads$124,078
-7.0%
7,8630.0%0.46%
+350.5%
BUD ExitANHEUSER-BUSCH INBEV SA/NVsponsored adr$0-928,127
-100.0%
-42.28%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MERCADOLIBRE INC24Q3 202371.0%
VALE SA19Q3 202312.4%
NATURA &CO HOLDING SA15Q3 202383.9%
COSAN LTD13Q4 202031.2%
XP INC12Q3 202240.9%
ANHEUSER-BUSCH INBEV SA/NV12Q4 202242.3%
LOMA NEGRA CORP12Q4 20214.6%
GERDAU SA11Q3 20221.9%
VTEX9Q3 202311.4%
NU HLDGS LTD8Q3 202351.3%

View Dynamo Administracao de Recursos Ltda.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR/A2023-09-01
13F-HR/A2023-09-01
13F-HR2023-08-14
13F-HR/A2023-06-14
13F-HR/A2023-06-14
13F-HR/A2023-06-14
13F-HR/A2023-06-14
13F-HR2023-05-15

View Dynamo Administracao de Recursos Ltda.'s complete filings history.

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