Filed: 8/14/2024ACC: 0000947871-24-000691
📋 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 $16.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$16.24M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
ORD SHS CL A$13.07M80.5%
COM$2.12M13.1%
SHS CL A$957.2K5.9%
SPONSORED ADS$87.8K0.5%
Portfolio Concentration
Top 3$16.15M99.5%
4–10$87.8K0.5%
Top 3 weight
99.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Sole
Full voting authority
1.16M
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
SOLEShares1.01M
TypeSH
Market value$13.07M
80.49%
Sole
1.01M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.29K
TypeSH
Market value$2.12M
13.07%
Sole
1.29K
Shared
0.00
None
0.00
VTEX
SOLEShares131.84K
TypeSH
Market value$957.2K
5.89%
Sole
131.84K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$87.8K
0.54%
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 | 1.01M | SH | $13.07M 80.49% | 1.01M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1.29K | SH | $2.12M 13.07% | 1.29K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 131.84K | SH | $957.2K 5.89% | 131.84K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $87.8K 0.54% | 7.86K | 0.00 | 0.00 |