DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 13F Portfolio
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. runs DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and currently holds 6 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $244.21M. Their top holdings are MELI, NU, GGB. The top five represent 88.5% of reported portfolio weight. DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. initiated 1 new position. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is GGB with returns of +0.00%.
Portfolio Value
$244.21M
Alpha Score
38.1
#0 of 1000
Holdings
6
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Current 13F Holdings
Reported holdings from DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s latest SEC 13F filing, ranked by portfolio weight.
6 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MELI MERCADO LIBRE INC | 49.91% | $1,578.39 | $1,889.85 | +19.73% | Trimmed -22.93% |
NU NU HOLDINGS LTD | 35.12% | $13.21 | $16.12 | +21.99% | Added +16.35% |
GGB GERDAU SA | 3.49% | $4.04 | $5.12 | +26.73% | New Buy |