Dynamo Administracao de Recursos Ltda.

CIK: 0001707096SEC EDGAR →

Portfolio Value

$18.5B

Holdings

4

As of

Q3 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NU HOLDINGS LTD

991,524$15.9B
85.82%
2

MERCADO LIBRE INC

981$2.3B
12.39%
3

VTEX

64,160$281.0M
1.52%
4

VALE SA

4,633$50.3M
0.27%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

MLB1↓ Decreased
$12.6B
NU↓ Decreased
$2.2B
VTEX↓ Decreased
$173.6M
VALE↓ Decreased
$26.0M

Sector Breakdown

Sector# HoldingsValue%
Financial Services1$15.9B85.8%
Unknown1$2.3B12.4%
Technology1$281.0M1.5%
Basic Materials1$50.3M0.3%