DA

Dynamo Administracao de Recursos Ltda.

13F
Dynamo Administracao de Recursos Ltda.
Last update 2024-11-15 4 Stocks (0 new)
Value $2.00 Mil Turnover 0 %
Countries:
Top Holdings: MELI(67.83%)NU(15.89%)VTEX(12.40%)VALE(3.87%)
Portfolio Report
Summary Stock Picks Current Portfolio
Dynamo Administracao de Recurs... Top Holdings of 2024-09-30 View Full List
Ticker
MELI
NU
VTEX
VALE
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MELI 		MercadoLibre Inc
784
1608.740
-39.32%
67.830
-5.14%
0.000
-9.62%
+8.09%
93189.380
Retail - Cyclical
NU 		Nu Holdings Ltd
27,611
376.890
-97.28%
15.890
-78.30%
0.000
-19.46%
+10.23%
54843.244
Banks
VTEX 		Vtex
39,531
294.110
-70.02%
12.400
-4.12%
0.020
-12.50%
+3.40%
1127.417
Software
VALE 		Vale SA
7,863
91.840
0%
3.870
0%
0.000
-17.95%
-1.07%
37065.382
Metals & Mining

Dynamo Administracao de Recursos Ltda.'s Historical Top Holdings Breakdowns

Dynamo Administracao de Recursos Ltda.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NU 		Nu Holdings Ltd2024-09-30Reduce
-78.30%
●
10.71 ($13.45) 15.14
$11.41
-15.17%
Reduce -97.28%
27,611
-986,631
NU 		Nu Holdings Ltd2024-06-30Reduce
-58.35%
●
10.48 ($11.64) 12.92
$11.41
-1.98%
Reduce -75.78%
1,014,242
-3,174,098
NU 		Nu Holdings Ltd2023-09-30Add
+47.42%
●
6.81 ($7.48) 8.18
$11.41
52.54%
Add 1214.21%
4,263,315
3,938,914
BUD 		Anheuser-Busch InBev SA/NV2023-03-31Sold Out
-42.28%
●
58.05 ($60.44) 66.73
$46.46
-23.13%
Sold Out
0
-928,127
NTCOY 		Natura &Co Holding SA2024-03-31Sold Out
-33.50%
●
6.21 ($6.8) 7.51
$5.56
-18.24%
Sold Out
0
-4,039,464
MELI 		MercadoLibre Inc2023-03-31Reduce
-31.56%
●
826.11 ($1137.53) 1318.06
$1,838.15
61.59%
Reduce -96.71%
1,672
-49,152
MELI 		MercadoLibre Inc2024-06-30Reduce
-16.39%
●
1356.43 ($1578.7) 1787.73
$1,838.15
16.43%
Reduce -84.48%
1,292
-7,034
NU 		Nu Holdings Ltd2024-03-31Reduce
-11.81%
●
8.09 ($10.21) 12.25
$11.41
11.75%
Reduce -21.82%
4,188,340
-1,168,755
NU 		Nu Holdings Ltd2023-12-31Add
+11.05%
●
6.84 ($8.08) 8.83
$11.41
41.21%
Add 25.66%
5,357,095
1,093,780
MELI 		MercadoLibre Inc2024-03-31Add
+10.14%
●
1499.51 ($1636.68) 1817.98
$1,838.15
12.31%
Add 109.51%
8,326
4,352

Dynamo Administracao de Recursos Ltda. Total Holding History ($B)

To

Dynamo Administracao de Recursos Ltda.'s Asset Allocation

To

Dynamo Administracao de Recursos Ltda. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dynamo Administracao de Recursos Ltda.'s Hypothetical Growth since 2024-09-30

Dynamo Administracao de Recursos Ltda.'s Yearly Returns

Year Portfolio % % Excess Gain %

Dynamo Administracao de Recursos Ltda.'s Holdings Heat Map

Size field:

Dynamo Administracao de Recursos Ltda.'s Holdings Bubble Chart

Dynamo Administracao de Recursos Ltda. News

  • 1

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