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
Tip: Access up to 7 years of quarterly data
Positions held by Dynamo Internacional Gestao De Recursos consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio 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 |
|
MercadoLibre (MELI) | 23.2 | $169M | -39% | 108k | 1571.54 |
|
Rio Tinto Sponsored Adr (RIO) | 14.0 | $102M | +26% | 1.4M | 74.46 |
|
Natura &co Holding S A Ads (NTCO) | 6.3 | $46M | -37% | 6.7M | 6.84 |
|
Vtex Shs Cl A (VTEX) | 6.0 | $44M | -2% | 6.4M | 6.88 |
|
Vale Sa Sponsored Ads (VALE) | 3.4 | $25M | -78% | 1.6M | 15.86 |
|
Ryanair Holdings Sponsored Ads (RYAAY) | 1.9 | $14M | -28% | 103k | 133.36 |
|
Appfolio Com Cl A (APPF) | 1.7 | $12M | -67% | 70k | 173.24 |
|
Linde SHS (LIN) | 1.6 | $11M | -74% | 28k | 410.71 |
|
General Electric Com New (GE) | 1.4 | $10M | -57% | 80k | 127.63 |
|
Danaher Corporation (DHR) | 1.2 | $9.0M | -67% | 39k | 231.34 |
|
Waldencast Class A Ord Shs (WALD) | 1.2 | $8.9M | -94% | 810k | 10.94 |
|
Amphenol Corp Cl A (APH) | 0.7 | $5.5M | -78% | 55k | 99.13 |
|
Amazon (AMZN) | 0.7 | $5.3M | -82% | 35k | 151.94 |
|
Suzano S A Spon Ads (SUZ) | 0.7 | $5.1M | 450k | 11.36 |
|
|
Tempur-Pedic International (TPX) | 0.6 | $4.4M | -82% | 87k | 50.97 |
|
Descartes Sys Grp (DSGX) | 0.6 | $4.0M | +30% | 48k | 84.06 |
|
Heico Corp Cl A (HEI.A) | 0.4 | $3.3M | NEW | 23k | 142.44 |
|
Veralto Corp Com Shs (VLTO) | 0.1 | $943k | NEW | 12k | 82.26 |
|
Waldencast *w Exp 07/27/2027 (WALDW) | 0.0 | $228k | -95% | 270k | 0.84 |
|
Past Filings by Dynamo Internacional Gestao De Recursos
SEC 13F filings are viewable for Dynamo Internacional Gestao De Recursos going back to 2012
- Dynamo Internacional Gestao De Recursos 2023 Q4 filed Feb. 14, 2024
- Dynamo Internacional Gestao De Recursos 2023 Q3 restated filed Nov. 17, 2023
- Dynamo Internacional Gestao De Recursos 2023 Q2 restated filed Sept. 1, 2023
- Dynamo Internacional Gestao De Recursos 2023 Q2 amended filed Sept. 1, 2023
- Dynamo Internacional Gestao De Recursos 2023 Q2 filed Aug. 14, 2023
- Dynamo Internacional Gestao De Recursos 2022 Q1 restated filed June 14, 2023
- Dynamo Internacional Gestao De Recursos 2022 Q2 restated filed June 14, 2023
- Dynamo Internacional Gestao De Recursos 2022 Q3 restated filed June 14, 2023
- Dynamo Internacional Gestao De Recursos 2022 Q4 restated filed June 14, 2023
- Dynamo Internacional Gestao De Recursos 2023 Q1 filed May 15, 2023
- Dynamo Internacional Gestao De Recursos 2022 Q4 filed Feb. 14, 2023
- Dynamo Internacional Gestao De Recursos 2022 Q3 filed Nov. 14, 2022
- Dynamo Internacional Gestao De Recursos 2022 Q2 filed Aug. 15, 2022
- Dynamo Internacional Gestao De Recursos 2022 Q1 filed May 16, 2022
- Dynamo Internacional Gestao De Recursos 2021 Q4 filed Feb. 11, 2022
- Dynamo Internacional Gestao De Recursos 2021 Q3 filed Nov. 12, 2021