Dynamo Administracao de Recursos Ltda. 13F Holdings · last filed Q3 2025
Dynamo Administracao de Recursos Ltda. reported 4 securities worth $18.50M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: NU (85.82%), MELI (12.39%), VTEX (1.52%). Among its top 25 positions this quarter: 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | NU HOLDINGS LTD | $15.9M | 85.82% | 991,524 | Trimmed |
| 2 | MELI | MERCADO LIBRE INC | $2.3M | 12.39% | 981 | Trimmed |
| 3 | VTEX | VTEX | $281,021 | 1.52% | 64,160 | Trimmed |
| 4 | VALE | VALE SA | $50,314 | 0.27% | 4,633 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR