Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 10
- 0 vs. Q1 2021
- Portfolio value
- $362.9M
- −$32.0M (−8.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 58,422 | $91.0M | 25.1% | −40,654−41.0% | Reduced | History |
| Natura &CO Hldg S A63884N108 | ADS | 3,412,456 | $77.4M | 21.3% | 00.0% | Unchanged | – |
| XPXP Inc. | CL A | 1,693,340 | $73.7M | 20.3% | −190,493−10.1% | Reduced | History |
| STNEStoneCo Ltd. | COM | 762,757 | $51.1M | 14.1% | +313,454+69.8% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 1,184,359 | $27.0M | 7.4% | −768,182−39.3% | Reduced | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 3,368,989 | $20.2M | 5.6% | +2,349,435+230.4% | Added | History |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 2,383,072 | $16.2M | 4.5% | −151,301−6.0% | Reduced | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 881,986 | $5.20M | 1.4% | 00.0% | Unchanged | History |
| HPX Corp.G32219118 | UNIT 99/99/9999 | 60,000 | $618.0K | 0.2% | 00.0% | Unchanged | – |
| HPXHPX Corp. | SHS CL A | 30,000 | $296.0K | 0.1% | 00.0% | Unchanged | History |