Dynamo Internacional Gestao De Recursos

Latest statistics and disclosures from Dynamo Internacional Gestao De Recursos's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NU, MELI, RIO, NTCO, VTEX, and represent 83.74% of Dynamo Internacional Gestao De Recursos's stock portfolio.
  • Added to shares of these 5 stocks: RIO (+$22M), NU (+$10M), HEI.A, DSGX, VLTO.
  • Started 2 new stock positions in HEI.A, VLTO.
  • Reduced shares in these 10 stocks: WALD (-$159M), QQQ (-$127M), MELI (-$109M), IWM (-$95M), VALE (-$90M), , EZU (-$58M), LIN (-$33M), NTCO (-$28M), APPF (-$25M).
  • Sold out of its positions in TEAM, HEI, QQQ, EZU, IWM, OKTA, SPY.
  • Dynamo Internacional Gestao De Recursos was a net seller of stock by $-903M.
  • Dynamo Internacional Gestao De Recursos has $730M in assets under management (AUM), dropping by -49.65%.
  • Central Index Key (CIK): 0001546790

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Portfolio Holdings for Dynamo Internacional Gestao De Recursos

Dynamo Internacional Gestao De Recursos holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nu Hldgs Ord Shs Cl A (NU) 34.2 $250M +4% 30M 8.33
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MercadoLibre (MELI) 23.2 $169M -39% 108k 1571.54
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Rio Tinto Sponsored Adr (RIO) 14.0 $102M +26% 1.4M 74.46
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Natura &co Holding S A Ads (NTCO) 6.3 $46M -37% 6.7M 6.84
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Vtex Shs Cl A (VTEX) 6.0 $44M -2% 6.4M 6.88
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Vale Sa Sponsored Ads (VALE) 3.4 $25M -78% 1.6M 15.86
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Ryanair Holdings Sponsored Ads (RYAAY) 1.9 $14M -28% 103k 133.36
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Appfolio Com Cl A (APPF) 1.7 $12M -67% 70k 173.24
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Linde SHS (LIN) 1.6 $11M -74% 28k 410.71
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General Electric Com New (GE) 1.4 $10M -57% 80k 127.63
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Danaher Corporation (DHR) 1.2 $9.0M -67% 39k 231.34
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Waldencast Class A Ord Shs (WALD) 1.2 $8.9M -94% 810k 10.94
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Amphenol Corp Cl A (APH) 0.7 $5.5M -78% 55k 99.13
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Amazon (AMZN) 0.7 $5.3M -82% 35k 151.94
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Suzano S A Spon Ads (SUZ) 0.7 $5.1M 450k 11.36
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Tempur-Pedic International (TPX) 0.6 $4.4M -82% 87k 50.97
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Descartes Sys Grp (DSGX) 0.6 $4.0M +30% 48k 84.06
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Heico Corp Cl A (HEI.A) 0.4 $3.3M NEW 23k 142.44
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Veralto Corp Com Shs (VLTO) 0.1 $943k NEW 12k 82.26
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Waldencast *w Exp 07/27/2027 (WALDW) 0.0 $228k -95% 270k 0.84
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Past Filings by Dynamo Internacional Gestao De Recursos

SEC 13F filings are viewable for Dynamo Internacional Gestao De Recursos going back to 2012

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