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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 $2,371,577 across 4 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-24-000899

Period
2024-09-30
Reported value
$2.37M
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-986,631-$13.5M
MELIreduced-508-$1.04M
VTEXreduced-92,308-$687K

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, Q3 2024

Share positions as resolved from 13F-HR 0000947871-24-000899, largest first. % of portfolio is the value over $2,371,578, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,974 shares; 2024Q1: 8,326 shares; 2024Q2: 1,292 shares; 2024Q3: 784 shares 784$1.61M67.83%-508Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,357,095 shares; 2024Q1: 4,188,340 shares; 2024Q2: 1,014,242 shares; 2024Q3: 27,611 shares 27,611$377K15.89%-986,631Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 558,807 shares; 2024Q1: 273,988 shares; 2024Q2: 131,839 shares; 2024Q3: 39,531 shares 39,531$294K12.4%-92,308Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,863 shares; 2024Q1: 7,863 shares; 2024Q2: 7,863 shares; 2024Q3: 7,863 shares 7,863$91.8K3.87%0Timeline

How Q3 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 0000947871-24-000899 base2024-11-14acceptance time not in the bulk data set