Institutional Manager · CIK 0001707096
Dynamo Administracao de Recursos Ltda.
RIO DE JANEIRO, D5 · File #028-18483
Latest AUM
$18.5M
Positions
4
Top-10 Concentration
100.0%
Filings
17
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $18.5M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $29.2M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $16.7M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $35.1M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $2.4M
- 13F HOLDINGS REPORTQ/E Jun 20244 pos · $16.2M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $64.9M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $60.2M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 20234 pos · $33.3M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 20231 pos · $234,550
- 13F HOLDINGS REPORTQ/E Sep 20234 pos · $60.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202311 pos · $313.6M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20239 pos · $205.8M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202310 pos · $226.1M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20236 pos · $131.8M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $27.3M
- 13F HOLDINGS REPORTQ/E Mar 20236 pos · $287.0M
Top 4 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NU HOLDINGS LTD | NU | 991,524 | $15.9M | 85.82% |
| 2 | MERCADO LIBRE INC | MELI | 981 | $2.3M | 12.39% |
| 3 | VTEX | VTEX | 64,160 | $281,021 | 1.52% |
| 4 | VALE SA | VALE | 4,633 | $50,314 | 0.27% |