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Dynamo Internacional Gestao De Recursos Ltda. Top Holdings and 13F Report (2025)

About Dynamo Internacional Gestao De Recursos Ltda.

Investment Activity

  • Dynamo Internacional Gestao De Recursos Ltda. has $306.52 million in total holdings as of December 31, 2024.
  • Dynamo Internacional Gestao De Recursos Ltda. owns shares of 6 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 16.73% of the portfolio was purchased this quarter.
  • About 30.34% of the portfolio was sold this quarter.
  • This quarter, Dynamo Internacional Gestao De Recursos Ltda. has purchased 6 new stocks and bought additional shares in 2 stocks.
  • Dynamo Internacional Gestao De Recursos Ltda. sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

MercadoLibre
$134,327,246
NU
$97,508,271
Vale
$36,232,282
VTEX
$21,533,734
Rio Tinto Group
$12,844,398

Largest Purchases this Quarter

MercadoLibre
32,613 shares (about $39.62M)
Vale
1,314,675 shares (about $11.66M)

Largest Sales this Quarter

NU
10,129,168 shares (about $80.43M)
VTEX
1,992,966 shares (about $11.74M)
Suzano
47,881 shares (about $484.56K)
Rio Tinto Group
26,090 shares (about $347.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDynamo Internacional Gestao De Recursos Ltda.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$134,327,246$39,615,265 41.8%110,58443.8%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$97,508,271$80,434,853 -45.2%12,279,22531.8%Finance
Vale S.A. stock logo
VALE
Vale
$36,232,282$11,661,167 47.5%4,084,81211.8%Basic Materials
VTEX stock logo
VTEX
VTEX
$21,533,734$11,738,570 -35.3%3,655,9827.0%Computer and Technology
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$12,844,398$347,804 -2.6%963,5044.2%Basic Materials
Suzano S.A. stock logo
SUZ
Suzano
$4,069,444$484,556 -10.6%402,1191.3%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data