Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 13
- 0 vs. Q3 2021
- Portfolio value
- $248.9M
- −$56.9M (−18.6%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 64,575 | $87.1M | 35.0% | +6,100+10.4% | Added | History |
| XPXP Inc. | CL A | 1,321,966 | $38.0M | 15.3% | +321,338+32.1% | Added | History |
| Natura &CO Hldg S A63884N108 | ADS | 3,653,399 | $33.9M | 13.6% | +240,943+7.1% | Added | – |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 7,006,277 | $26.3M | 10.6% | −2,039,346−22.5% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 360,400 | $21.8M | 8.8% | −384−0.1% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,621,626 | $15.2M | 6.1% | +1,621,626 | New | History |
| VALEVale S.A. | SPONSORED ADS | 1,077,617 | $15.1M | 6.1% | +67,897+6.7% | Added | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 859,786 | $4.23M | 1.7% | −22,200−2.5% | Reduced | History |
| Meli Kaszek Pioneer CorpG5S74L106 | CLASS A ORD | 270,268 | $3.12M | 1.3% | 00.0% | Unchanged | – |
| VTEXVtex | SHS CL A | 269,720 | $2.89M | 1.2% | +260.0% | Added | History |
| HPX Corp.G32219118 | UNIT 99/99/9999 | 60,000 | $606.0K | 0.2% | 00.0% | Unchanged | – |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 65,000 | $434.0K | 0.2% | −1,922,790−96.7% | Reduced | History |
| HPXHPX Corp. | SHS CL A | 30,000 | $296.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.