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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 $18,498,172 across 4 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-25-001013

Period
2025-09-30
Reported value
$18.5M
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-4,731-$11.1M
NUreduced-7,506-$120K
VALEreduced-3,230-$35.1K
VTEXreduced-4,719-$20.7K

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 2025

Share positions as resolved from 13F-HR 0000947871-25-001013, largest first. % of portfolio is the value over $18,498,172, 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; 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; 2025Q3: 991,524 shares 991,524$15.9M85.82%-7,506Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 981 shares 981$2.29M12.39%-4,731Timeline
VTEXVTEXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 64,160 shares 64,160$281K1.52%-4,719Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,633 shares 4,633$50.3K0.27%-3,230Timeline

How Q3 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 0000947871-25-001013 base2025-11-14acceptance time not in the bulk data set