DI

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

13F
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Last update 2024-08-15 9 Stocks (0 new)
Value $587.00 Mil Turnover 0 %
Countries:
Top Holdings: NU(56.89%)MELI(25.22%)VTEX(7.58%)VALE(4.87%)RIO(2.56%)
Portfolio Report
Summary Stock Picks Current Portfolio
DYNAMO INTERNACIONAL GESTAO DE... Top Holdings of 2024-06-30 View Full List
Ticker
NU
MELI
VTEX
VALE
RIO
MELI CALL
SUZ
RIO PUT
QQQ PUT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NU 		Nu Holdings Ltd
25,884,247
333647.940
-8.20%
56.890
-4.49%
0.540
+36.97%
+76.11%
70259.376
Banks
MELI 		MercadoLibre Inc
90,023
147943.800
-10.92%
25.220
-2.71%
0.180
+17.68%
+32.99%
105958.152
Retail - Cyclical
VTEX 		Vtex
6,124,720
44465.470
-1.67%
7.580
-0.14%
3.310
+15.60%
+0.15%
1273.427
Software
VALE 		Vale SA
2,557,469
28566.930
-22.25%
4.870
-1.45%
0.060
+8.64%
-26.18%
45773.384
Metals & Mining
RIO 		Rio Tinto PLC
227,675
15010.610
-36.84%
2.560
-1.38%
0.010
+7.04%
-5.73%
105713.440
Metals & Mining
MELI CALL 		MercadoLibre Inc
33,900
7488.510
0%
1.280
0%
0.070
+17.68%
+32.99%
105958.152
Retail - Cyclical
SUZ 		Suzano SA
450,000
4621.500
0%
0.790
0%
0.040
+13.99%
-7.48%
13024.412
Forest Products
RIO PUT 		Rio Tinto PLC
833,700
3084.690
0%
0.530
0%
0.050
+7.04%
-5.73%
105713.440
Metals & Mining
QQQ PUT 		INVESCO QQQ Trust
1,200,000
1676.000
0%
0.290
0%
-
+13.06%
+20.19%
297491.724
 

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Historical Top Holdings Breakdowns

DYNAMO INTERNACIONAL GESTAO 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 Ltd2024-06-30Reduce
-4.49%
●
10.48 ($11.64) 12.92
$14.67
26.03%
Reduce -8.2%
25,884,247
-2,312,690
MELI 		MercadoLibre Inc2024-06-30Reduce
-2.71%
●
1356.43 ($1578.7) 1787.73
$2,090.01
32.39%
Reduce -10.92%
90,023
-11,034
VALE 		Vale SA2024-06-30Reduce
-1.45%
●
11.1 ($12.03) 12.99
$10.81
-10.14%
Reduce -22.25%
2,557,469
-732,014
RIO 		Rio Tinto PLC2024-06-30Reduce
-1.38%
●
63 ($68.05) 73.61
$65.50
-3.75%
Reduce -36.84%
227,675
-132,813
VTEX 		Vtex2024-06-30Reduce
-0.14%
●
6.51 ($7.25) 8.49
$6.89
-4.97%
Reduce -1.67%
6,124,720
-104,051
MELI 		MercadoLibre Inc2024-03-31Add
+10.28%
●
1499.51 ($1636.68) 1817.98
$2,090.01
27.70%
Add 70.51%
101,057
41,789
NTCOY 		Natura &Co Holding SA2024-03-31Sold Out
-6.29%
●
6.21 ($6.8) 7.51
$5.56
-18.24%
Sold Out
0
-6,708,798
VALE 		Vale SA2024-03-31Add
+3.42%
●
11.96 ($13.5) 15.71
$10.81
-19.93%
Add 110.15%
3,289,483
1,724,184
RYAAY 		Ryanair Holdings PLC2024-03-31Sold Out
-1.87%
●
48.46 ($54.35) 58.67
$46.29
-14.83%
Sold Out
0
-102,492
APPF 		AppFolio Inc2024-03-31Sold Out
-1.66%
●
164.35 ($215.65) 248.71
$216.09
0.20%
Sold Out
0
-69,765

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Total Holding History ($B)

To

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Asset Allocation

To

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Past Portfolios

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

Top Ranked Articles

  • 1

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Hypothetical Growth since 2024-06-30

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Yearly Returns

Year Portfolio % % Excess Gain %

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings Heat Map

Size field:

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings Bubble Chart

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. News

  • 1

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