Filed: 8/14/2025ACC: 0000947871-25-000768
📋 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 $29.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$29.17M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
COM$14.93M51.2%
ORD SHS CL A$13.71M47.0%
SHS CL A$454.6K1.6%
SPONSORED ADS$76.3K0.3%
Portfolio Concentration
Top 3$29.09M99.7%
4–10$76.3K0.3%
Top 3 weight
99.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
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
SOLEShares5.71K
TypeSH
Market value$14.93M
51.19%
Sole
5.71K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares999.03K
TypeSH
Market value$13.71M
46.99%
Sole
999.03K
Shared
0.00
None
0.00
VTEX
SOLEShares68.88K
TypeSH
Market value$454.6K
1.56%
Sole
68.88K
Shared
0.00
None
0.00
VALE SA
SOLEShares7.86K
TypeSH
Market value$76.3K
0.26%
Sole
7.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADO LIBRE INCSOLE | COM | 5.71K | SH | $14.93M 51.19% | 5.71K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 999.03K | SH | $13.71M 46.99% | 999.03K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 68.88K | SH | $454.6K 1.56% | 68.88K | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 7.86K | SH | $76.3K 0.26% | 7.86K | 0.00 | 0.00 |