Filed: 2/14/2025ACC: 0000947871-25-000167
📋 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 $35.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$35.13M
Total AUM (reported)
818.03K
Total Shares
Allocation by class
COM$27.39M78.0%
ORD SHS CL A$6.93M19.7%
SHS CL A$737.0K2.1%
SPONSORED ADS$69.7K0.2%
Portfolio Concentration
Top 3$35.06M99.8%
4–10$69.7K0.2%
Top 3 weight
99.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 818.03K
Sole
Full voting authority
818.03K
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:
MERCADO LIBRE INC
SOLEShares16.11K
TypeSH
Market value$27.39M
77.98%
Sole
16.11K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares668.94K
TypeSH
Market value$6.93M
19.73%
Sole
668.94K
Shared
0.00
None
0.00
VTEX
SOLEShares125.12K
TypeSH
Market value$737.0K
2.10%
Sole
125.12K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$69.7K
0.20%
Sole
7.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADO LIBRE INCSOLE | COM | 16.11K | SH | $27.39M 77.98% | 16.11K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 668.94K | SH | $6.93M 19.73% | 668.94K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 125.12K | SH | $737.0K 2.10% | 125.12K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $69.7K 0.20% | 7.86K | 0.00 | 0.00 |