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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 $16,652,758 across 4 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-25-000531

Period
2025-03-31
Reported value
$16.7M
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
MELIreduced-8,883-$17.3M
NUreduced-461,307-$4.72M
VTEXreduced-56,241-$285K

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, Q1 2025

Share positions as resolved from 13F-HR 0000947871-25-000531, largest first. % of portfolio is the value over $16,652,758, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,974 shares; 2024Q1: 8,326 shares; 2024Q2: 1,292 shares; 2024Q3: 784 shares; 2024Q4: 16,110 shares; 2025Q1: 7,227 shares 7,227$14.1M84.66%-8,883Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,357,095 shares; 2024Q1: 4,188,340 shares; 2024Q2: 1,014,242 shares; 2024Q3: 27,611 shares; 2024Q4: 668,937 shares; 2025Q1: 207,630 shares 207,630$2.13M12.77%-461,307Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 558,807 shares; 2024Q1: 273,988 shares; 2024Q2: 131,839 shares; 2024Q3: 39,531 shares; 2024Q4: 125,120 shares; 2025Q1: 68,879 shares 68,879$349K2.1%-56,241Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,863 shares; 2024Q1: 7,863 shares; 2024Q2: 7,863 shares; 2024Q3: 7,863 shares; 2024Q4: 7,863 shares; 2025Q1: 7,863 shares 7,863$78.5K0.47%0Timeline

How Q1 2025 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 0000947871-25-000531 base2025-05-15acceptance time not in the bulk data set