Filed: 5/15/2025ACC: 0000947871-25-000531
📋 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 $16.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$16.65M
Total AUM (reported)
291.60K
Total Shares
Allocation by class
COM$14.10M84.7%
ORD SHS CL A$2.13M12.8%
SHS CL A$349.2K2.1%
SPONSORED ADS$78.5K0.5%
Portfolio Concentration
Top 3$16.57M99.5%
4–10$78.5K0.5%
Top 3 weight
99.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 291.60K
Sole
Full voting authority
291.60K
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
SOLEShares7.23K
TypeSH
Market value$14.10M
84.66%
Sole
7.23K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares207.63K
TypeSH
Market value$2.13M
12.77%
Sole
207.63K
Shared
0.00
None
0.00
VTEX
SOLEShares68.88K
TypeSH
Market value$349.2K
2.10%
Sole
68.88K
Shared
0.00
None
0.00
VALE S A
SOLEShares7.86K
TypeSH
Market value$78.5K
0.47%
Sole
7.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADO LIBRE INCSOLE | COM | 7.23K | SH | $14.10M 84.66% | 7.23K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 207.63K | SH | $2.13M 12.77% | 207.63K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 68.88K | SH | $349.2K 2.10% | 68.88K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 7.86K | SH | $78.5K 0.47% | 7.86K | 0.00 | 0.00 |