DYNAMO ADMINISTRACAO DE RECURSOS LTDA.

PrivateCIK: 1707096
Location

RIO DE JANEIRO, D5

📋 What this filing means

DYNAMO ADMINISTRACAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $286.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$286.99M
Total AUM (reported)
19.91M
Total Shares

Allocation by class

TOTAL AUM$286.99M6 positions
SPONSORED ADR$121.20M42.2%
COM$93.54M32.6%
ADS$38.23M13.3%
SHS CL A$32.69M11.4%
ORD SHS CL A$826.9K0.3%
SPONSORED ADS$500.2K0.2%

Portfolio Concentration

Top 388.1%4–1011.9%TOP 10100.0%0%100%
Top 3$252.97M88.1%
4–10$34.02M11.9%

Top 3 weight

88.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 19.91M

Sole

Full voting authority

19.91M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:

ANHEUSER-BUSCH INBEV SA/NV

SOLE
SPONSORED ADR
Shares2.02M
TypeSH
Market value$121.20M
42.23%
Sole
2.02M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares110.54K
TypeSH
Market value$93.54M
32.59%
Sole
110.54K
Shared
0.00
None
0.00

NATURA &CO HLDG S A

SOLE
ADS
Shares8.83M
TypeSH
Market value$38.23M
13.32%
Sole
8.83M
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares8.72M
TypeSH
Market value$32.69M
11.39%
Sole
8.72M
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares203.17K
TypeSH
Market value$826.9K
0.29%
Sole
203.17K
Shared
0.00
None
0.00

VALE S A

SOLE
SPONSORED ADS
Shares29.47K
TypeSH
Market value$500.2K
0.17%
Sole
29.47K
Shared
0.00
None
0.00
DYNAMO ADMINISTRACAO DE RECURSOS LTDA. 13F Holdings — 6 Positions | Finecho