Filed: 2/14/2024ACC: 0000947871-24-000139
📋 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 $82.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$82.47M
Total AUM (reported)
9.97M
Total Shares
Allocation by class
ORD SHS CL A$44.62M54.1%
ADS$27.63M33.5%
COM$6.25M7.6%
SHS CL A$3.84M4.7%
SPONSORED ADS$124.7K0.2%
Portfolio Concentration
Top 3$78.50M95.2%
4–10$3.97M4.8%
Top 3 weight
95.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.97M
Sole
Full voting authority
9.97M
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
SOLEShares5.36M
TypeSH
Market value$44.62M
54.11%
Sole
5.36M
Shared
0.00
None
0.00
NATURA &CO HLDG S A
SOLEShares4.04M
TypeSH
Market value$27.63M
33.50%
Sole
4.04M
Shared
0.00
None
0.00
MERCADO LIBRE INC
SOLEShares3.97K
TypeSH
Market value$6.25M
7.57%
Sole
3.97K
Shared
0.00
None
0.00
VTEX
SOLEShares558.81K
TypeSH
Market value$3.84M
4.66%
Sole
558.81K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$124.7K
0.15%
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 | 5.36M | SH | $44.62M 54.11% | 5.36M | 0.00 | 0.00 |
NATURA &CO HLDG S ASOLE | ADS | 4.04M | SH | $27.63M 33.50% | 4.04M | 0.00 | 0.00 |
MERCADO LIBRE INCSOLE | COM | 3.97K | SH | $6.25M 7.57% | 3.97K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 558.81K | SH | $3.84M 4.66% | 558.81K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $124.7K 0.15% | 7.86K | 0.00 | 0.00 |