Dynamo Internacional Gestao De Recursos Ltda. Top Holdings and 13F Report (2024)

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About Dynamo Internacional Gestao De Recursos Ltda.

Dynamo Internacional Gestao De Recursos Ltda. has $614.83 million in total holdings as of March 31, 2024.
Dynamo Internacional Gestao De Recursos Ltda. owns shares of 7 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
Approximately 8.67% of the portfolio was purchased this quarter.
About 26.29% of the portfolio was sold this quarter.
This quarter, Dynamo Internacional Gestao De Recursos Ltda. has purchased 20 new stocks and bought additional shares in 2 stocks.
Dynamo Internacional Gestao De Recursos Ltda. sold shares of 3 stocks and completely divested from 14 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NU NU	$336,389,458	$21,632,084 ▼	-6.0%	28,196,937	54.7%	Business Services
MELI MercadoLibre	$155,384,102	$31,534,601 ▲	25.5%	134,957	25.3%	Retail/Wholesale
VTEX VTEX	$50,889,059	$1,548,174 ▼	-3.0%	6,228,771	8.3%	Computer and Technology
VALE Vale	$40,098,798	$21,017,803 ▲	110.2%	3,289,483	6.5%	Basic Materials
RIO Rio Tinto Group	$25,561,975	$3,788,656 ▼	-12.9%	1,194,188	4.2%	Basic Materials
SUZ Suzano	$5,751,000		0.0%	450,000	0.9%	Basic Materials
QQQ Invesco QQQ	$753,300	$753,300 ▲	New Holding	3,583,500	0.1%	Finance
NTCO Natura &Co	$0	$45,888,178 ▼	-100.0%	0	0.0%	Consumer Staples
RYAAY Ryanair	$0	$13,668,333 ▼	-100.0%	0	0.0%	Transportation
APPF AppFolio	$0	$12,086,089 ▼	-100.0%	0	0.0%	Computer and Technology
LINDE PLC	$0	$11,352,435 ▼	-100.0%	0	0.0%	SHS
GE General Electric	$0	$10,193,680 ▼	-100.0%	0	0.0%	Transportation
DHR Danaher	$0	$8,987,559 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
WALD Waldencast	$0	$8,861,400 ▼	-100.0%	0	0.0%	Consumer Staples
APH Amphenol	$0	$5,459,486 ▼	-100.0%	0	0.0%	Computer and Technology
AMZN Amazon.com	$0	$5,253,022 ▼	-100.0%	0	0.0%	Retail/Wholesale
TPX Tempur Sealy International	$0	$4,418,029 ▼	-100.0%	0	0.0%	Retail/Wholesale
DSGX The Descartes Systems Group	$0	$4,037,570 ▼	-100.0%	0	0.0%	Computer and Technology
HEI.A HEICO	$0	$3,282,815 ▼	-100.0%	0	0.0%	Aerospace
VERALTO CORP	$0	$943,275 ▼	-100.0%	0	0.0%	COM SHS
WALDW Waldencast	$0	$228,149 ▼	-100.0%	0	0.0%	Computer and Technology