Filed: 11/14/2024ACC: 0000947871-24-000899
📋 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 $2.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$2.37M
Total AUM (reported)
75.79K
Total Shares
Allocation by class
COM$1.61M67.8%
ORD SHS CL A$376.9K15.9%
SHS CL A$294.1K12.4%
SPONSORED ADS$91.8K3.9%
Portfolio Concentration
Top 3$2.28M96.1%
4–10$91.8K3.9%
Top 3 weight
96.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 75.79K
Sole
Full voting authority
75.79K
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:
MERCADOLIBRE INC
SOLEShares784.00
TypeSH
Market value$1.61M
67.83%
Sole
784.00
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares27.61K
TypeSH
Market value$376.9K
15.89%
Sole
27.61K
Shared
0.00
None
0.00
VTEX
SOLEShares39.53K
TypeSH
Market value$294.1K
12.40%
Sole
39.53K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$91.8K
3.87%
Sole
7.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 784.00 | SH | $1.61M 67.83% | 784.00 | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 27.61K | SH | $376.9K 15.89% | 27.61K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 39.53K | SH | $294.1K 12.40% | 39.53K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $91.8K 3.87% | 7.86K | 0.00 | 0.00 |