Dynamo Administracao de Recursos Ltda.

Dynamo Administracao de Recursos Ltda. latest Q4_2020 13F filings reported $582,929,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 31.13%. This fund has 11 securities concentrations of 100% weights.

Dynamo Administracao de Recursos Ltda. largest holding is MercadoLibre Inc. with weight of 29.79% and $173,632,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR11$582,929,00031.13%
2020-11-162020-09-30Q3_202013F-HR10$444,549,000-33.46%
2020-08-142020-06-30Q2_202013F-HR8$668,044,00093.22%
2020-05-152020-03-31Q1_202013F-HR9$345,743,000-37.02%
2020-02-142019-12-31Q4_201913F-HR7$549,016,00097.40%
2019-11-142019-09-30Q3_201913F-HR5$278,123,00017.29%
2019-08-142019-06-30Q2_201913F-HR7$237,122,00012.76%
2019-05-142019-03-31Q1_201913F-HR5$210,287,00057.31%
2019-02-142018-12-31Q4_201813F-HR3$133,679,000-3.99%
2018-11-132018-09-30Q3_201813F-HR3$139,235,0002.52%
2018-08-142018-06-30Q2_201813F-HR3$135,818,000-10.57%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
MERCADOLIBRE INCMELIINCR$173,63222.93%29.79%$1675.24-120.57%103,646
COSAN LTDCZZINCR$168,36652.47%28.88%$18.43-77.15%9,135,327
XP INCXPINCR$85,32520.03%14.64%$39.67-73.86%2,150,846
NATURA &CO HLDG S ANTCOBUY$68,2500.00%11.71%$20.000.00%3,412,456
VALE S AVALEBUY$31,9830.00%5.49%$16.760.00%1,908,247
STONECO LTDSTNEBUY$23,8490.00%4.09%$83.920.00%284,181
LOMA NEGRA CORPLOMAINCR$15,43835.47%2.65%$6.15-105.06%2,510,173
ITAU UNIBANCO HLDG S AITUBBUY$6,2090.00%1.07%$6.090.00%1,019,554
BANCO BRADESCO S ABBDBUY$5,1250.00%0.88%$5.260.00%974,276
GERDAU SAGGBINCR$4,11926.23%0.71%$4.67-100.00%881,986
HPX CORPHPX/UINCR$6333.43%0.11%$10.55-100.00%60,000