Dynamo Administracao de Recursos Ltda.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Dynamo Administracao de Recursos Ltda. reported 4 stock positions worth $16.2 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 80.5% of the portfolio, followed by MercadoLibre (MELI, 13.1%) and Vtex Class A (VTEX, 5.9%). Compared with Q1 2024, it reduced 3. The biggest sale was MercadoLibre (MELI, shares −84%).

Most Recent 13F
Q3 2025
Location
RIO DE JANEIRO, D5
CIK
0001707096
Portfolio Value
$16.2M (Q2 2024)
SEC Filing
0000947871-24-000691 ↗ filed Aug 14, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $64.9M Q1 2024 Q2 2024: $16.2M $16.2M Q2 2024 Q3 2024: $2.4M Q3 2024 Q4 2024: $35.1M Q4 2024 Q1 2025: $16.7M Q1 2025 Q2 2025: $29.2M Q2 2025 Q3 2025: $18.5M Q3 2025

Holdings 4 stocks · $16.2M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 80.49% 1,014,242 $13.1M Reduce -75.8%
MELI MercadoLibre Inc. 13.07% 1,292 $2.1M Reduce -84.5%
VTEX Vtex Class A 5.89% 131,839 $957K Reduce -51.9%
VALE Vale SA-SP ADR 0.54% 7,863 $88K No change

Portfolio Sells Q1 2024 → Q2 2024
MELI MercadoLibre Inc. Reduce -84.5% 13.07% −6.33
VTEX Vtex Class A Reduce -51.9% 5.89% +2.44
NU Nu Holdings Ltd./Cayman Isl-A Reduce -75.8% 80.49% +3.49

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 4$18.5MNU, MELI, VTEX, VALE
Q2 2025 4$29.2MMELI, NU, VTEX, VALE
Q1 2025 4$16.7MMELI, NU, VTEX, VALE
Q4 2024 4$35.1MMELI, NU, VTEX, VALE
Q3 2024 4$2.4MMELI, NU, VTEX, VALE
Q2 2024 4$16.2MNU, MELI, VTEX, VALE
Q1 2024 4$64.9MNU, MELI, VTEX, VALE