Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 13
- +3 vs. Q2 2021
- Portfolio value
- $305.9M
- −$57.1M (−15.7%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 58,475 | $98.2M | 32.1% | +53+0.1% | Added | History |
| Natura &CO Hldg S A63884N108 | ADS | 3,412,456 | $56.8M | 18.6% | 00.0% | Unchanged | – |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 9,045,623 | $47.7M | 15.6% | +5,676,634+168.5% | Added | History |
| XPXP Inc. | CL A | 1,000,628 | $40.2M | 13.1% | −692,712−40.9% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 360,784 | $20.3M | 6.7% | +360,784 | New | History |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 1,987,790 | $14.2M | 4.6% | −395,282−16.6% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 1,009,720 | $14.1M | 4.6% | −174,639−14.7% | Reduced | History |
| VTEXVtex | SHS CL A | 269,694 | $5.55M | 1.8% | +269,694 | New | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 881,986 | $4.34M | 1.4% | 00.0% | Unchanged | History |
| Meli Kaszek Pioneer CorpG5S74L106 | CLASS A ORD | 270,268 | $2.99M | 1.0% | +270,268 | New | – |
| HPX Corp.G32219118 | UNIT 99/99/9999 | 60,000 | $604.0K | 0.2% | 00.0% | Unchanged | – |
| STNEStoneCo Ltd. | COM | 17,345 | $602.0K | 0.2% | −745,412−97.7% | Reduced | History |
| HPXHPX Corp. | SHS CL A | 30,000 | $295.0K | 0.1% | 00.0% | Unchanged | History |