Dynamo Administracao de Recursos Ltda.
Follow13F filer, CIK 1707096, RIO DE JANEIRO, Brazil
Dynamo Administracao de Recursos Ltda. reported $82,469,134 across 5 holdings for the quarter ended 2023-12-31, in a 13F-HR filed 2024-02-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-24-000139
- Period
- 2023-12-31
- Reported value
- $82.5M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NUadded | +1,093,780 | $9.11M |
| MELIadded | +1,371 | $2.15M |
| VTEXadded | +42,000 | $289K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Holdings, Q4 2023
Share positions as resolved from 13F-HR 0000947871-24-000139, largest first. % of portfolio is the value over $82,469,134, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| NUNU HLDGS LTD | 5,357,095 | $44.6M | 54.11% | +1,093,780 | Timeline | ||
| NATURA &CO HLDG S ANATURA &CO HLDG S A | 4,039,464 | $27.6M | 33.5% | 0 | |||
| MELIMERCADOLIBRE INC | 3,974 | $6.25M | 7.57% | +1,371 | Timeline | ||
| VTEXVTEX | 558,807 | $3.84M | 4.66% | +42,000 | Timeline | ||
| VALEVALE S A | 7,863 | $125K | 0.15% | 0 | Timeline |
How Q4 2023 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000947871-24-000139 | base | 2024-02-14 | acceptance time not in the bulk data set |