Dynamo Administracao de Recursos Ltda.

CIK: 0001707096SEC EDGAR →

Portfolio Value

$18.5M

Holdings

4

As of

Q3 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NU HOLDINGS LTD

991,524$15.9M
85.82%
2

MERCADO LIBRE INC

981$2.3M
12.39%
3

VTEX

64,160$281K
1.52%
4

VALE SA

4,633$50K
0.27%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

MLB1↓ Decreased
$12.6M
NU↓ Decreased
$2.2M
VTEX↓ Decreased
$174K
VALE↓ Decreased
$26K

Sector Breakdown

Sector# HoldingsValue%
Financial Services1$15.9M85.8%
Unknown1$2.3M12.4%
Technology1$281K1.5%
Basic Materials1$50K0.3%