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Dynamo Administracao De Recursos Ltda. Top Holdings and 13F Report (2025)

About Dynamo Administracao De Recursos Ltda.

Investment Activity

  • Dynamo Administracao De Recursos Ltda. has $29.17 million in total holdings as of June 30, 2025.
  • Dynamo Administracao De Recursos Ltda. owns shares of 4 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 37.23% of the portfolio was purchased this quarter.
  • About 13.58% of the portfolio was sold this quarter.
  • This quarter, Dynamo Administracao De Recursos Ltda. has purchased 4 new stocks and bought additional shares in 1 stock.
  • Dynamo Administracao De Recursos Ltda. sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

MercadoLibre
$14,929,055
NU
$13,706,692
VTEX
$454,601
Vale
$76,350

Largest Purchases this Quarter

NU
791,400 shares (about $10.86M)

Largest Sales this Quarter

MercadoLibre
1,515 shares (about $3.96M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDynamo Administracao De Recursos Ltda.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$14,929,055$3,959,650 -21.0%5,71251.2%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$13,706,692$10,858,008 381.2%999,03047.0%Finance
VTEX stock logo
VTEX
VTEX
$454,6010.0%68,8791.6%Computer and Technology
Vale S.A. stock logo
VALE
Vale
$76,3500.0%7,8630.3%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data