Filed: 11/14/2023ACC: 0000947871-23-001070
📋 What this filing means
DYNAMO ADMINISTRACAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $60.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$60.21M
Total AUM (reported)
8.83M
Total Shares
Allocation by class
ORD SHS CL A$30.91M51.3%
ADS$23.31M38.7%
COM$3.30M5.5%
SHS CL A$2.59M4.3%
SPONSORED ADS$105.4K0.2%
Portfolio Concentration
Top 3$57.52M95.5%
4–10$2.69M4.5%
Top 3 weight
95.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.83M
Sole
Full voting authority
8.83M
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
NU HLDGS LTD
SOLEShares4.26M
TypeSH
Market value$30.91M
51.33%
Sole
4.26M
Shared
0.00
None
0.00
NATURA &CO HLDG S A
SOLEShares4.04M
TypeSH
Market value$23.31M
38.71%
Sole
4.04M
Shared
0.00
None
0.00
MERCADO LIBRE INC
SOLEShares2.60K
TypeSH
Market value$3.30M
5.48%
Sole
2.60K
Shared
0.00
None
0.00
VTEX
SOLEShares516.81K
TypeSH
Market value$2.59M
4.30%
Sole
516.81K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$105.4K
0.17%
Sole
7.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 4.26M | SH | $30.91M 51.33% | 4.26M | 0.00 | 0.00 |
NATURA &CO HLDG S ASOLE | ADS | 4.04M | SH | $23.31M 38.71% | 4.04M | 0.00 | 0.00 |
MERCADO LIBRE INCSOLE | COM | 2.60K | SH | $3.30M 5.48% | 2.60K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 516.81K | SH | $2.59M 4.30% | 516.81K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $105.4K 0.17% | 7.86K | 0.00 | 0.00 |