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Dynamo Internacional Gestao De Recursos Ltda. Top Holdings and 13F Report (2024)

About Dynamo Internacional Gestao De Recursos Ltda.

Investment Activity

  • Dynamo Internacional Gestao De Recursos Ltda. has $448.59 million in total holdings as of September 30, 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 0.55% of the portfolio was purchased this quarter.
  • About 24.10% of the portfolio was sold this quarter.
  • This quarter, Dynamo Internacional Gestao De Recursos Ltda. has purchased 7 new stocks and bought additional shares in 1 stock.
  • Dynamo Internacional Gestao De Recursos Ltda. sold shares of 4 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NU
$250,282,364
MercadoLibre
$107,175,139
VTEX
$42,028,173
Vale
$32,355,200
Rio Tinto Group
$12,245,482

Largest Purchases this Quarter

Vale
212,668 shares (about $2.48M)

Largest Sales this Quarter

MercadoLibre
45,952 shares (about $63.16M)
NU
3,475,854 shares (about $38.82M)
VTEX
475,772 shares (about $3.54M)
Rio Tinto Group
71,781 shares (about $888.24K)

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
Nu Holdings Ltd. stock logo
NU
NU
$250,282,364$38,822,282 -13.4%22,408,39355.8%Business Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$107,175,139$63,163,381 -37.1%77,97123.9%Retail/Wholesale
VTEX stock logo
VTEX
VTEX
$42,028,173$3,539,744 -7.8%5,648,9489.4%Computer and Technology
Vale S.A. stock logo
VALE
Vale
$32,355,200$2,483,962 8.3%2,770,1377.2%Basic Materials
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$12,245,482$888,236 -6.8%989,5942.7%Basic Materials
Suzano S.A. stock logo
SUZ
Suzano
$4,500,0000.0%450,0001.0%Basic Materials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$1,676,000 -100.0%00.0%Finance

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