Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jun 14, 2023. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- −1 vs. Q1 2022
- Portfolio value
- $226.1M
- −$87.5M (−27.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 101,262 | $64.5M | 28.5% | +15,869+18.6% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,191,655 | $64.3M | 28.4% | −59,592−4.8% | Reduced | History |
| XPXP Inc. | CL A | 2,151,077 | $38.6M | 17.1% | +731,799+51.6% | Added | History |
| Natura &CO Hldg S A63884N108 | ADS | 4,039,464 | $21.0M | 9.3% | 00.0% | Unchanged | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 4,747,708 | $17.8M | 7.9% | +3,131,108+193.7% | Added | History |
| VTEXVtex | SHS CL A | 4,010,830 | $12.4M | 5.5% | +63,183+1.6% | Added | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 859,786 | $3.69M | 1.6% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 204,069 | $2.99M | 1.3% | 00.0% | Unchanged | History |
| HPX Corp.G32219118 | UNIT 99/99/9999 | 60,000 | $599.4K | 0.3% | 00.0% | Unchanged | – |
| HPXHPX Corp. | SHS CL A | 30,000 | $299.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| Meli Kaszek Pioneer CorpG5S74L106 | CLASS A ORD | 269,765 | $2.78M | 0.9% | – |