Latest Dynamo Administracao de Recursos Ltda. Stock Portfolio
$64.89Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Dynamo Administracao de Recursos Ltda. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Dynamo Administracao de Recursos Ltda. reported an equity portfolio of $64.9 Millions as of 31 Mar, 2024.
The top stock holdings of Dynamo Administracao de Recursos Ltda. are NU, MELI, VTEX. The fund has invested 77% of it's portfolio in NU HLDGS LTD and 19.4% of portfolio in MERCADO LIBRE INC.
The fund managers got completely rid off NATURA &CO HLDG S A (NTCO) 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 MERCADO LIBRE INC (MELI).
The top stock holdings of Dynamo Administracao de Recursos Ltda. are NU, MELI, VTEX. The fund has invested 77% of it's portfolio in NU HLDGS LTD and 19.4% of portfolio in MERCADO LIBRE INC.
The fund managers got completely rid off NATURA &CO HLDG S A (NTCO) 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 MERCADO LIBRE INC (MELI).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| MERCADO LIBRE INC | 109 |
Additions to existing portfolio by Dynamo Administracao de Recursos Ltda.
Reductions
| Ticker | % Reduced |
|---|---|
| VTEX | -50.97 |
| NU HLDGS LTD | -21.82 |
Dynamo Administracao de Recursos Ltda. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| NATURA &CO HLDG S A | -27,629,900 |
Dynamo Administracao de Recursos Ltda. got rid off the above stocks
Current Stock Holdings of Dynamo Administracao de Recursos Ltda.
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| MELI | MERCADO LIBRE INC | 19.40 | 8,326 | 12,588,600 | ADDED | 109 | |
| NTCO | NATURA &CO HLDG S A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NU | NU HLDGS LTD | 77.00 | 4,188,340 | 49,966,900 | REDUCED | -21.82 | |
| VALE | VALE S A | 0.15 | 7,863 | 95,850 | UNCHANGED | 0.00 | |
| VTEX | VTEX | 3.45 | 273,988 | 2,238,480 | REDUCED | -50.97 |