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, NTCO, VALE, WALD, APPF, and represent 68.19% of Dynamo Internacional Gestao De Recursos's stock portfolio.
  • Added to shares of these 8 stocks: VALE (+$67M), NTCO (+$54M), APH (+$17M), RYAAY (+$14M), HEI (+$8.9M), DHR, SUZ, TEAM.
  • Started 4 new stock positions in APH, RYAAY, HEI, SUZ.
  • Reduced shares in these 9 stocks: MELI (-$218M), VTEX (-$17M), TPX (-$16M), APPF (-$14M), NU, LIN, AMZN, STVN, OKTA.
  • Sold out of its positions in MELI.
  • Dynamo Internacional Gestao De Recursos was a net seller of stock by $-110M.
  • Dynamo Internacional Gestao De Recursos has $839M in assets under management (AUM), dropping by -0.11%.
  • 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 June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nu Hldgs Ord Shs Cl A (NU) 22.1 $185M -2% 24M 7.89
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Natura &co Holding Ads (NTCO) 20.0 $168M +46% 24M 6.97
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Vale Sa Sponsored Ads (VALE) 11.6 $97M +221% 7.2M 13.42
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Waldencast Class A Ord Shs (WALD) 9.4 $79M 15M 5.40
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Appfolio Com Cl A (APPF) 5.1 $43M -24% 249k 172.14
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Linde SHS (LIN) 5.1 $43M -8% 112k 381.08
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Amazon (AMZN) 4.5 $38M -9% 293k 130.36
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Tempur-Pedic International (TPX) 3.8 $32M -32% 795k 40.07
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Danaher Corporation (DHR) 3.6 $30M +19% 126k 240.00
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Waldencast *w Exp 07/27/202 (WALDW) 2.9 $24M 6.2M 3.86
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Okta Cl A (OKTA) 2.2 $19M -13% 267k 69.35
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Amphenol Corp Cl A (APH) 2.0 $17M NEW 200k 84.95
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Vtex Shs Cl A (VTEX) 1.8 $15M -52% 3.2M 4.80
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Ryanair Holdings Sponsored Ads (RYAAY) 1.7 $14M NEW 129k 110.60
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Atlassian Corporation Cl A (TEAM) 1.4 $11M +44% 68k 167.81
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HEICO Corporation (HEI) 1.1 $8.9M NEW 63k 140.60
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Stevanato Group Spa Ord Shs (STVN) 1.0 $8.5M -29% 263k 32.38
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Suzano S A Spon Ads (SUZ) 0.5 $4.1M NEW 450k 9.22
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $936k 5.0k 187.27
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Proshares Tr Shrt Russell2000 (RWM) 0.1 $822k 36k 22.83
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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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