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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 $29,166,698 across 4 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-25-000768

Period
2025-06-30
Reported value
$29.2M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+791,400$10.9M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MELIreduced-1,515-$3.96M

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 2025

Share positions as resolved from 13F-HR 0000947871-25-000768, largest first. % of portfolio is the value over $29,166,698, 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; 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; 2025Q2: 5,712 shares 5,712$14.9M51.19%-1,515Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 999,030 shares 999,030$13.7M46.99%+791,400Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 68,879 shares 68,879$455K1.56%0Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,863 shares 7,863$76.3K0.26%0Timeline

How Q2 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 0000947871-25-000768 base2025-08-14acceptance time not in the bulk data set