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
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | MERCADO LIBRE INC | 58733R102 | -4,731 | -$11.1M | -$1.6M |
| REDUCE | NU HOLDINGS LTD | G6683N103 | -7,506 | -$120,171 | +$2.3M |
| REDUCE | VALE SA | 91912E105 | -3,230 | -$35,078 | +$9,042 |
| REDUCE | VTEX | G9470A102 | -4,719 | -$20,669 | -$152,911 |
Filing History
- 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
Top 4 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NU HOLDINGS LTD | G6683N103 | 991,524 | $15.9M | 85.82% |
| 2 | MERCADO LIBRE INC | 58733R102 | 981 | $2.3M | 12.39% |
| 3 | VTEX | G9470A102 | 64,160 | $281,021 | 1.52% |
| 4 | VALE SA | 91912E105 | 4,633 | $50,314 | 0.27% |