Dynamo Administracao de Recursos Ltda.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Dynamo Administracao de Recursos Ltda. reported 4 stock positions worth $35.1 million. Its top holding was MercadoLibre (MELI) at 78.0% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 19.7%) and Vtex Class A (VTEX, 2.1%). Compared with Q3 2024, it added to 3. The biggest buy was MercadoLibre (MELI, shares +1955%).

Most Recent 13F
Q3 2025
Location
RIO DE JANEIRO, D5
CIK
0001707096
Portfolio Value
$35.1M (Q4 2024)
SEC Filing
0000947871-25-000167 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $35.1M $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 · $35.1M
MELI MercadoLibre Inc. 77.98% 16,110 $27.4M Add +1954.8%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 19.73% 668,937 $6.9M Add +2322.7%
VTEX Vtex Class A 2.10% 125,120 $737K Add +216.5%
VALE Vale SA-SP ADR 0.20% 7,863 $70K No change

Portfolio Sells Q3 2024 → Q4 2024
None this quarter.

Portfolio Buys Q3 2024 → Q4 2024
MELI MercadoLibre Inc. Add +1954.8% 77.98% +10.14
NU Nu Holdings Ltd./Cayman Isl-A Add +2322.7% 19.73% +3.83
VTEX Vtex Class A Add +216.5% 2.10% −10.30

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