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 NTCO, TPX, MELI, VALE, CZZ, and represent 61.62% of Dynamo Internacional Gestao De Recursos's stock portfolio.
  • Added to shares of these 10 stocks: XP (+$56M), APPF (+$39M), GOOG (+$31M), SPOT (+$30M), WORK (+$27M), CZZ (+$18M), ITUB, EA, DIS, BBD.
  • Started 4 new stock positions in ITUB, APPF, SPOT, WORK.
  • Reduced shares in these 9 stocks: MELI (-$61M), VALE (-$52M), GRUB (-$29M), RYAAY (-$26M), TPX (-$15M), BUD, NTCO, RWM, LOMA.
  • Sold out of its positions in GRUB.
  • Dynamo Internacional Gestao De Recursos was a net buyer of stock by $12M.
  • Dynamo Internacional Gestao De Recursos has $1.4B in assets under management (AUM), dropping by 8.88%.

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Portfolio Holdings for Dynamo Internacional Gestao De Recursos

Companies in the Dynamo Internacional Gestao De Recursos portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Natura &co Hldg S A Ads (NTCO) 20.8 $291M 12M 23.54
Tempur-Pedic International (TPX) 14.9 $209M -6% 1.6M 132.15
MercadoLibre (MELI) 9.6 $134M -31% 124k 1082.48
Vale S A Sponsored Ads (VALE) 8.8 $123M -29% 9.0M 13.61
Cosan Shs A (CZZ) 7.6 $107M +19% 7.2M 14.85
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 6.0 $84M -5% 1.0M 80.22
Alphabet Cap Stk Cl C (GOOG) 5.8 $81M +63% 37k 2178.05
Electronic Arts (EA) 5.2 $73M 376k 193.28
XP Cl A (XP) 4.7 $66M +593% 1.6M 41.69
Disney Walt Com Disney (DIS) 3.6 $50M 272k 183.90
Appfolio Com Cl A (APPF) 2.8 $39M NEW 186k 210.44
Ryanair Holdings Sponsored Ads (RYAAY) 2.6 $36M -42% 79k 460.16
Proshares Tr Shrt Russell2000 (RWM) 2.4 $33M -2% 174k 191.02
Spotify Technology S A SHS (SPOT) 2.1 $30M NEW 83k 359.54

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Slack Technologies Com Cl A (WORK) 1.9 $27M NEW 672k 40.10
Loma Negra Corp Sponsored Ads (LOMA) 0.8 $11M -2% 2.5M 4.31
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.2 $3.1M 896k 3.43
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.2 $3.0M 811k 3.70
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $1.9M NEW 480k 3.98

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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