Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Jun 14, 2023. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 9
- −1 vs. Q2 2022
- Portfolio value
- $205.8M
- −$20.3M (−9.0%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,642,288 | $74.2M | 36.0% | +450,633+37.8% | Added | History |
| MELIMercadolibre Inc | COM | 50,989 | $42.2M | 20.5% | −50,273−49.6% | Reduced | History |
| XPXP Inc. | CL A | 1,808,906 | $34.4M | 16.7% | −342,171−15.9% | Reduced | History |
| Natura &CO Hldg S A63884N108 | ADS | 4,039,464 | $22.1M | 10.7% | 00.0% | Unchanged | – |
| VTEXVtex | SHS CL A | 4,010,830 | $14.8M | 7.2% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,111,881 | $9.29M | 4.5% | −2,635,827−55.5% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 372,619 | $4.96M | 2.4% | +168,550+82.6% | Added | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 859,786 | $3.89M | 1.9% | 00.0% | Unchanged | History |
| HPXHPX Corp. | SHS CL A | 189,400 | $45.5K | <0.1% | +159,400+531.3% | Added | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| HPX Corp.G32219118 | UNIT 99/99/9999 | 60,000 | $599.4K | 0.3% | – |