Dynamo Administracao de Recursos Ltda.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Dynamo Administracao de Recursos Ltda. reported 4 stock positions worth $2.4 million. Its top holding was MercadoLibre (MELI) at 67.8% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 15.9%) and Vtex Class A (VTEX, 12.4%). Compared with Q2 2024, it reduced 3. The biggest sale was Nu Holdings Ltd./Cayman Isl-A (NU, shares −97%).

Most Recent 13F
Q3 2025
Location
RIO DE JANEIRO, D5
CIK
0001707096
Portfolio Value
$2.4M (Q3 2024)
SEC Filing
0000947871-24-000899 ↗ filed Nov 14, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $64.9M Q1 2024 Q2 2024: $16.2M Q2 2024 Q3 2024: $2.4M $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 · $2.4M
MELI MercadoLibre Inc. 67.83% 784 $1.6M Reduce -39.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 15.89% 27,611 $377K Reduce -97.3%
VTEX Vtex Class A 12.40% 39,531 $294K Reduce -70.0%
VALE Vale SA-SP ADR 3.87% 7,863 $92K No change

Portfolio Sells Q2 2024 → Q3 2024
NU Nu Holdings Ltd./Cayman Isl-A Reduce -97.3% 15.89% −64.60
VTEX Vtex Class A Reduce -70.0% 12.40% +6.51
MELI MercadoLibre Inc. Reduce -39.3% 67.83% +54.76

Portfolio Buys Q2 2024 → Q3 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