Latest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Stock Portfolio
$614Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported an equity portfolio of $614.8 Millions as of 31 Mar, 2024.
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are NU, MELI, VTEX. The fund has invested 54.7% of it's portfolio in NU HLDGS LTD and 24.9% of portfolio in MERCADO LIBRE INC.
The fund managers got completely rid off NATURA &CO HOLDING S A (NTCO), RYANAIR HOLDINGS PLC (RYAAY) and APPFOLIO INC (APPF) stocks. They significantly reduced their stock positions in VTEX (VTEX) and NU HLDGS LTD (NU). The fund showed a lot of confidence in some stocks as they added substantially to VALE SA (VALE), MERCADO LIBRE INC (MELI) and RIO TINTO PLC (RIO).
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are NU, MELI, VTEX. The fund has invested 54.7% of it's portfolio in NU HLDGS LTD and 24.9% of portfolio in MERCADO LIBRE INC.
The fund managers got completely rid off NATURA &CO HOLDING S A (NTCO), RYANAIR HOLDINGS PLC (RYAAY) and APPFOLIO INC (APPF) stocks. They significantly reduced their stock positions in VTEX (VTEX) and NU HLDGS LTD (NU). The fund showed a lot of confidence in some stocks as they added substantially to VALE SA (VALE), MERCADO LIBRE INC (MELI) and RIO TINTO PLC (RIO).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| VALE SA | 110 |
| MERCADO LIBRE INC | 70.51 |
| RIO TINTO PLC | 23.8 |
Additions to existing portfolio by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Reductions
| Ticker | % Reduced |
|---|---|
| VTEX | -2.95 |
| NU HLDGS LTD | -0.91 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| NATURA &CO HOLDING S A | -45,888,200 |
| WALDENCAST PLC | -8,861,400 |
| WALDENCAST PLC | -228,149 |
| RYANAIR HOLDINGS PLC | -13,668,300 |
| TEMPUR SEALY INTL INC | -4,418,030 |
| GENERAL ELECTRIC CO | -10,193,700 |
| APPFOLIO INC | -12,086,100 |
| AMPHENOL CORP NEW | -5,459,490 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. got rid off the above stocks
Current Stock Holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| APH | AMPHENOL CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| APPF | APPFOLIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DHR | DANAHER CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DSGX | DESCARTES SYS GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GE | GENERAL ELECTRIC CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HEI | HEICO CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LIN | LINDE PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MELI | MERCADO LIBRE INC | 24.85 | 101,057 | 152,794,000 | ADDED | 70.51 | |
| NTCO | NATURA &CO HOLDING S A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NU | NU HLDGS LTD | 54.71 | 28,196,900 | 336,389,000 | REDUCED | -0.91 | |
| RIO | RIO TINTO PLC | 3.74 | 360,488 | 22,977,500 | ADDED | 23.8 | |
| RYAAY | RYANAIR HOLDINGS PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SUZ | SUZANO S A | 0.94 | 450,000 | 5,751,000 | UNCHANGED | 0.00 | |
| TPX | TEMPUR SEALY INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VALE | VALE SA | 6.52 | 3,289,480 | 40,098,800 | ADDED | 110 | |
| VTEX | VTEX | 8.28 | 6,228,770 | 50,889,100 | REDUCED | -2.95 | |
| WALD | WALDENCAST PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WALD | WALDENCAST PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VERALTO CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |