Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jun 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 6
- −3 vs. Q3 2022
- Portfolio value
- $131.8M
- −$74.0M (−36.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 928,127 | $55.7M | 42.3% | −714,161−43.5% | Reduced | History |
| MELIMercadolibre Inc | COM | 50,824 | $43.0M | 32.6% | −165−0.3% | Reduced | History |
| Natura &CO Hldg S A63884N108 | ADS | 4,039,464 | $17.5M | 13.3% | 00.0% | Unchanged | – |
| VTEXVtex | SHS CL A | 4,010,830 | $15.0M | 11.4% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 101,584 | $413.4K | 0.3% | −2,010,297−95.2% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 7,863 | $133.4K | 0.1% | −364,756−97.9% | Reduced | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.