Latest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Stock Portfolio
$586Million– No. of Holdings #6
About DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported an equity portfolio of $586.5 Millions as of 30 Jun, 2024.
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are NU, MELI, . The fund has invested 56.9% of it's portfolio in NU HLDGS LTD and 25.2% of portfolio in MERCADOLIBRE INC.
They significantly reduced their stock positions in RIO TINTO PLC, VALE SA (VALE) and MERCADOLIBRE INC (MELI).
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are NU, MELI, . The fund has invested 56.9% of it's portfolio in NU HLDGS LTD and 25.2% of portfolio in MERCADOLIBRE INC.
They significantly reduced their stock positions in RIO TINTO PLC, VALE SA (VALE) and MERCADOLIBRE INC (MELI).
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Equity Portfolio Value
Last Reported on: 14 Aug, 2024
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| rio tinto plc | -36.84 |
| vale sa | -22.25 |
| mercadolibre inc | -10.92 |
| nu hldgs ltd | -8.2 |
| vtex | -1.67 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 74.2 |
| Consumer Cyclical | 25.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 74.2 |
| LARGE-CAP | 25.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Last Reported on: 14 Aug, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MELI | mercadolibre inc | 25.23 | 90,023 | 147,944,000 | reduced | -10.92 | ||
| NU | nu hldgs ltd | 56.89 | 25,884,200 | 333,648,000 | reduced | -8.2 | ||
| SUZ | suzano s a | 0.79 | 450,000 | 4,621,500 | unchanged | 0.00 | ||
| VALE | vale sa | 4.87 | 2,557,470 | 28,566,900 | reduced | -22.25 | ||
| vtex | 7.58 | 6,124,720 | 44,465,500 | reduced | -1.67 | |||
| rio tinto plc | 2.56 | 227,675 | 15,010,600 | reduced | -36.84 | |||