Filed: 5/15/2024ACC: 0000947871-24-000482
📋 What this filing means
DYNAMO ADMINISTRACAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $64.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$64.89M
Total AUM (reported)
4.48M
Total Shares
Allocation by class
ORD SHS CL A$49.97M77.0%
COM$12.59M19.4%
SHS CL A$2.24M3.4%
SPONSORED ADS$95.8K0.1%
Portfolio Concentration
Top 3$64.79M99.9%
4–10$95.8K0.1%
Top 3 weight
99.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Sole
Full voting authority
4.48M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
NU HLDGS LTD
SOLEShares4.19M
TypeSH
Market value$49.97M
77.00%
Sole
4.19M
Shared
0.00
None
0.00
MERCADO LIBRE INC
SOLEShares8.33K
TypeSH
Market value$12.59M
19.40%
Sole
8.33K
Shared
0.00
None
0.00
VTEX
SOLEShares273.99K
TypeSH
Market value$2.24M
3.45%
Sole
273.99K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$95.8K
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 | 4.19M | SH | $49.97M 77.00% | 4.19M | 0.00 | 0.00 |
MERCADO LIBRE INCSOLE | COM | 8.33K | SH | $12.59M 19.40% | 8.33K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 273.99K | SH | $2.24M 3.45% | 273.99K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $95.8K 0.15% | 7.86K | 0.00 | 0.00 |