Filed: 11/14/2025ACC: 0000947871-25-001013
📋 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 $18.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$18.50M
Total AUM (reported)
1.06M
Total Shares
Allocation by class
ORD SHS CL A$15.87M85.8%
COM$2.29M12.4%
SHS CL A$281.0K1.5%
SPONSORED ADS$50.3K0.3%
Portfolio Concentration
Top 3$18.45M99.7%
4–10$50.3K0.3%
Top 3 weight
99.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.06M
Sole
Full voting authority
1.06M
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 HOLDINGS LTD
SOLEShares991.52K
TypeSH
Market value$15.87M
85.82%
Sole
991.52K
Shared
0.00
None
0.00
MERCADO LIBRE INC
SOLEShares981.00
TypeSH
Market value$2.29M
12.39%
Sole
981.00
Shared
0.00
None
0.00
VTEX
SOLEShares64.16K
TypeSH
Market value$281.0K
1.52%
Sole
64.16K
Shared
0.00
None
0.00
VALE SA
SOLEShares4.63K
TypeSH
Market value$50.3K
0.27%
Sole
4.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HOLDINGS LTDSOLE | ORD SHS CL A | 991.52K | SH | $15.87M 85.82% | 991.52K | 0.00 | 0.00 |
MERCADO LIBRE INCSOLE | COM | 981.00 | SH | $2.29M 12.39% | 981.00 | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 64.16K | SH | $281.0K 1.52% | 64.16K | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 4.63K | SH | $50.3K 0.27% | 4.63K | 0.00 | 0.00 |