Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 10
- No 13F data for Q4 2020
- Portfolio value
- $395.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 99,076 | $158.7M | 40.2% | – | – | History |
| XPXP Inc. | CL A | 1,883,833 | $77.2M | 19.6% | – | – | History |
| Natura &CO Hldg S A63884N108 | ADS | 3,412,456 | $63.1M | 16.0% | – | – | – |
| VALEVale S.A. | SPONSORED ADS | 1,952,541 | $36.9M | 9.3% | – | – | History |
| STNEStoneCo Ltd. | COM | 449,303 | $29.9M | 7.6% | – | – | History |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 2,534,373 | $17.5M | 4.4% | – | – | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 1,019,554 | $5.50M | 1.4% | – | – | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 881,986 | $5.13M | 1.3% | – | – | History |
| HPX Corp.G32219118 | UNIT 99/99/9999 | 60,000 | $666.0K | 0.2% | – | – | – |
| HPXHPX Corp. | SHS CL A | 30,000 | $321.0K | 0.1% | – | – | History |