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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 $16.65 million in total holdings as of March 31, 2025.
  • Dynamo Administracao De Recursos Ltda. owns shares of 4 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • About 134.14% of the portfolio was sold this quarter.
  • This quarter, Dynamo Administracao De Recursos Ltda. has purchased 4 new stocks and bought additional shares in 0 stocks.
  • Dynamo Administracao De Recursos Ltda. sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

MercadoLibre
$14,098,937
NU
$2,126,131
VTEX
$349,217
Vale
$78,473

Largest Sales this Quarter

MercadoLibre
8,883 shares (about $17.33M)
NU
461,307 shares (about $4.72M)
VTEX
56,241 shares (about $285.14K)

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
$14,098,937$17,329,578 -55.1%7,22784.7%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$2,126,131$4,723,783 -69.0%207,63012.8%Finance
VTEX stock logo
VTEX
VTEX
$349,217$285,142 -44.9%68,8792.1%Computer and Technology
Vale S.A. stock logo
VALE
Vale
$78,4730.0%7,8630.5%Basic Materials

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