DADR
Dynamo Administracao de Recursos Portfolio holdings
AUM
$18.5M
1-Year Est. Return
37.41%
1 Year Est. Return
+37.41%
AUM
$18.5M
AUM Growth
-$10.7M
(-37%)
Holding
4
Top Buys
No buys this quarter
Top Sells
| 1 | +$11.1M | |
| 2 | +$120K | |
| 3 | +$35.1K | |
| 4 |
VTEX
VTEX
|
+$20.7K |
Sector Composition
| 1 | Financials | 85.82% |
| 2 | Consumer Discretionary | 12.39% |
| 3 | Technology | 1.52% |
| 4 | Materials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nu Holdings
NU
$85.3B
| $15.9M | 85.82% |
991,524
-7,506
|
|
||
2
Mercado Libre
MELI
$107B
| $2.29M | 12.39% |
981
-4,731
|
|
||
|
3
VTEX
VTEX
$739M
| $281K | 1.52% |
64,160
-4,719
|
|
||
4
Vale
VALE
$55B
| $50.3K | 0.27% |
4,633
-3,230
|
|