Skip to content
Disclosery

Dynamo Administracao de Recursos Ltda.

Follow

13F filer, CIK 1707096, RIO DE JANEIRO, Brazil

Dynamo Administracao de Recursos Ltda. reported $64,889,807 across 4 holdings for the quarter ended 2024-03-31, in a 13F-HR filed 2024-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-24-000482

Period
2024-03-31
Reported value
$64.9M
Holdings
4
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+4,352$6.58M

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

SecurityShares changeApprox. value
NATURA &CO HLDG S Aexited-4,039,464-$27.6M
NUreduced-1,168,755-$13.9M
VTEXreduced-284,819-$2.33M

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.

Holdings, Q1 2024

Share positions as resolved from 13F-HR 0000947871-24-000482, largest first. % of portfolio is the value over $64,889,807, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,357,095 shares; 2024Q1: 4,188,340 shares 4,188,340$50M77%-1,168,755Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,974 shares; 2024Q1: 8,326 shares 8,326$12.6M19.4%+4,352Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 558,807 shares; 2024Q1: 273,988 shares 273,988$2.24M3.45%-284,819Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,863 shares; 2024Q1: 7,863 shares 7,863$95.8K0.15%0Timeline

Sold out in Q1 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NATURA &CO HLDG S ANATURA &CO HLDG S A4,039,464$27.6Mshares

How Q1 2024 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000947871-24-000482 base2024-05-15acceptance time not in the bulk data set