DIGDR
Dynamo Internacional Gestao de Recursos Portfolio holdings
AUM
$124M
1-Year Est. Return
15.56%
This Fund
S&P 500
1 Year Est. Return
+15.56%
AUM
$124M
AUM Growth
-$33.7M
(-21%)
Holding
6
Top Buys
No buys this quarter
Top Sells
| 1 | +$8.21M | |
| 2 | +$4M | |
| 3 | +$3.13M | |
| 4 |
Nu Holdings
NU
|
+$304K |
Sector Composition
| 1 | Consumer Discretionary | 86.9% |
| 2 | Financials | 9.57% |
| 3 | Materials | 2.92% |
| 4 | Technology | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Mercado Libre
MELI
$90.1B
| $108M | 86.9% |
53,641
-3,910
|
|
||
|
2
Nu Holdings
NU
$73.6B
| $11.9M | 9.57% |
710,777
-18,938
|
|
||
3
Suzano
SUZ
$13.8B
| $3.64M | 2.92% |
389,234
|
|
||
4
VTEX
VTEX
$633M
| $756K | 0.61% |
201,070
-763,254
|
|
||
5
iShares MSCI Brazil ETF
EWZ
$9.63B
| – | – |
0
|
|
||
6
Vale
VALE
$72.5B
| – | – |
-367,864
|
|