Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Sep 1, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 5
- 0 vs. Q1 2023
- Portfolio value
- $33.6M
- +$6.32M (+23.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Natura &CO Hldg S A63884N108 | ADS | 4,039,464 | $28.2M | 83.9% | 00.0% | Unchanged | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 324,401 | $2.56M | 7.6% | −71,688−18.1% | Reduced | History |
| VTEXVtex | SHS CL A | 525,344 | $2.52M | 7.5% | +14,514+2.8% | Added | History |
| MELIMercadolibre Inc | COM | 198 | $234.6K | 0.7% | −1,474−88.2% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 7,863 | $105.5K | 0.3% | 00.0% | Unchanged | History |