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Dynamo Administracao de Recursos Ltda.

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13F filer, CIK 1707096, RIO DE JANEIRO, Brazil

Dynamo Administracao de Recursos Ltda. reported $16,241,833 across 4 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-24-000691

Period
2024-06-30
Reported value
$16.2M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NUreduced-3,174,098-$40.9M
MELIreduced-7,034-$11.6M
VTEXreduced-142,149-$1.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2024

Share positions as resolved from 13F-HR 0000947871-24-000691, largest first. % of portfolio is the value over $16,241,833, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,357,095 shares; 2024Q1: 4,188,340 shares; 2024Q2: 1,014,242 shares 1,014,242$13.1M80.49%-3,174,098Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,974 shares; 2024Q1: 8,326 shares; 2024Q2: 1,292 shares 1,292$2.12M13.07%-7,034Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 558,807 shares; 2024Q1: 273,988 shares; 2024Q2: 131,839 shares 131,839$957K5.89%-142,149Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,863 shares; 2024Q1: 7,863 shares; 2024Q2: 7,863 shares 7,863$87.8K0.54%0Timeline

How Q2 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000947871-24-000691 base2024-08-14acceptance time not in the bulk data set