Latest Dynamo Administracao de Recursos Ltda. Stock Portfolio
About Dynamo Administracao de Recursos Ltda. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Dynamo Administracao de Recursos Ltda. reported an equity portfolio of $2.4 Millions as of 30 Sep, 2024.
The top stock holdings of Dynamo Administracao de Recursos Ltda. are MELI, NU, . The fund has invested 67.8% of it's portfolio in MERCADOLIBRE INC and 15.9% of portfolio in NU HLDGS LTD.
They significantly reduced their stock positions in NU HLDGS LTD (NU), VTEX and MERCADOLIBRE INC (MELI).
The top stock holdings of Dynamo Administracao de Recursos Ltda. are MELI, NU, . The fund has invested 67.8% of it's portfolio in MERCADOLIBRE INC and 15.9% of portfolio in NU HLDGS LTD.
They significantly reduced their stock positions in NU HLDGS LTD (NU), VTEX and MERCADOLIBRE INC (MELI).
Dynamo Administracao de Recursos Ltda. Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| nu hldgs ltd | -97.28 |
| vtex | -70.02 |
| mercadolibre inc | -39.32 |
Dynamo Administracao de Recursos Ltda. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Consumer Cyclical | 67.8 |
| Others | 32.2 |
Market Cap. Distribution
| Category | % |
|---|---|
| LARGE-CAP | 67.8 |
| UNALLOCATED | 32.2 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
Dynamo Administracao de Recursos Ltda. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Dynamo Administracao de Recursos Ltda.
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MELI | mercadolibre inc | 67.83 | 784 | 1,608,740 | reduced | -39.32 | ||
| NU | nu hldgs ltd | 15.89 | 27,611 | 376,890 | reduced | -97.28 | ||
| VALE | vale s a | 3.87 | 7,863 | 91,840 | unchanged | 0.00 | ||
| vtex | 12.40 | 39,531 | 294,111 | reduced | -70.02 | |||