DIGDR

Dynamo Internacional Gestao de Recursos Portfolio holdings

AUM $264M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$87.3M
2
+$14.6M
3
+$7.6M
4
MELI icon
Mercado Libre
MELI
+$6.79M
5
VTEX icon
VTEX
VTEX
+$1.86M

Sector Composition

1 Consumer Discretionary 77.41%
2 Financials 14.32%
3 Materials 5.22%
4 Technology 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$103B
$204M 72.81%
78,217
-2,599
NU icon
2
Nu Holdings
NU
$72.7B
$37.8M 13.47%
2,757,015
-6,361,400
VALE icon
3
Vale
VALE
$47.5B
$10.1M 3.61%
1,043,708
-1,502,282
VTEX icon
4
VTEX
VTEX
$764M
$8.03M 2.86%
1,216,967
-281,254
SUZ icon
5
Suzano
SUZ
$10.9B
$3.66M 1.3%
389,234
EWZ icon
6
iShares MSCI Brazil ETF
EWZ
$5.49B
– –
0
RIO icon
7
Rio Tinto
RIO
$110B
– –
-126,459