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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.13F | |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | |
| Last update 2025-05-30 | 9 Stocks (0 new) |
| Value $307.00 Mil | Turnover 3 % |
DYNAMO INTERNACIONAL GESTAO DE... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MELI | MercadoLibre Inc | 80,816 | 157,661.5 | +5.39% | 51.410 | +2.63% | 0.160 | +39.36% | +47.08% | 126,798.2 | Retail - Cyclical | |
NU | Nu Holdings Ltd | 9,118,415 | 93,372.6 | -3.09% | 30.440 | -1.00% | 0.190 | +37.45% | +28.96% | 64,454.1 | Banks | |
VALE | Vale SA | 2,545,990 | 25,409.0 | -37.67% | 8.280 | -4.54% | 0.060 | +12.57% | +16.45% | 42,818.5 | Metals & Mining | |
RIO | Rio Tinto PLC | 126,459 | 7,597.7 | +400.89% | 2.480 | +1.98% | 0.010 | +5.68% | +1.62% | 94,383.8 | Metals & Mining | |
VTEX | Vtex | 1,498,221 | 7,596.0 | -59.02% | 2.480 | -4.23% | 0.820 | +44.12% | +10.36% | 1,185.1 | Software | |
MELI
CALL
| MercadoLibre Inc | 25,400 | 5,793.7 | 0% | 1.890 | 0% | 0.050 | +39.36% | +47.08% | 126,798.2 | Retail - Cyclical | |
NU
PUT
| Nu Holdings Ltd | 2,300,000 | 3,749.0 | 0% | 1.220 | 0% | 0.050 | +37.45% | +28.96% | 64,454.1 | Banks | |
SUZ | Suzano SA | 389,234 | 3,616.0 | -3.20% | 1.180 | -0.04% | 0.030 | +9.40% | -8.00% | 11,506.3 | Forest Products | |
RIO
PUT
| Rio Tinto PLC | 777,600 | 1,905.1 | 0% | 0.620 | 0% | 0.050 | +5.68% | +1.62% | 94,383.8 | Metals & Mining |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Historical Top Holdings Breakdowns
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VALE | Vale SA | 2025-03-31 | Reduce Reduce | -4.54% | 8.5 ($9.45) 10.19 | $9.94 | 5.19% | Reduce -37.67% | 2,545,990 | -1,538,822 | |
VTEX | Vtex | 2025-03-31 | Reduce Reduce | -4.23% | 4.33 ($5.68) 6.77 | $6.50 | 14.44% | Reduce -59.02% | 1,498,221 | -2,157,761 | |
MELI | MercadoLibre Inc | 2025-03-31 | Add Add | +2.63% | 1739 ($1984.94) 2260 | $2,501.08 | 26.00% | Add 5.39% | 80,816 | 4,132 | |
RIO | Rio Tinto PLC | 2025-03-31 | Add Add | +1.98% | 58.19 ($61.56) 64.29 | $57.66 | -6.34% | Add 400.89% | 126,459 | 101,212 | |
NU | Nu Holdings Ltd | 2025-03-31 | Reduce Reduce | -1.00% | 10.12 ($11.82) 13.95 | $13.36 | 13.03% | Reduce -3.09% | 9,118,415 | -290,810 | |
SUZ | Suzano SA | 2025-03-31 | Reduce Reduce | -0.04% | 9.26 ($10) 10.85 | $9.31 | -6.90% | Reduce -3.2% | 389,234 | -12,885 | |
NU | Nu Holdings Ltd | 2024-12-31 | Reduce Reduce | -26.85% | 10.24 ($13.3) 15.89 | $13.36 | 0.45% | Reduce -47.84% | 9,409,225 | -8,629,168 | |
MELI | MercadoLibre Inc | 2024-12-31 | Add Add | +18.46% | 1666 ($1945.36) 2117.3 | $2,501.08 | 28.57% | Add 74% | 76,684 | 32,613 | |
VALE | Vale SA | 2024-12-31 | Add Add | +3.88% | 8.74 ($10.15) 11.78 | $9.94 | -2.07% | Add 47.46% | 4,084,812 | 1,314,675 | |
VTEX | Vtex | 2024-12-31 | Reduce Reduce | -3.38% | 5.68 ($6.54) 7.45 | $6.50 | -0.61% | Reduce -35.28% | 3,655,982 | -1,992,966 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Total Holding History ($B)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Asset Allocation
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Hypothetical Growth since 2025-03-31
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings Heat Map
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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings Bubble Chart
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. News
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