Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 5
- 0 vs. Q3 2023
- Portfolio value
- $82.5M
- +$22.3M (+37.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NUNu Holdings Ltd. | ORD SHS CL A | 5,357,095 | $44.6M | 54.1% | +1,093,780+25.7% | Added | History |
| Natura &CO Hldg S A63884N108 | ADS | 4,039,464 | $27.6M | 33.5% | 00.0% | Unchanged | – |
| MELIMercadolibre Inc | COM | 3,974 | $6.25M | 7.6% | +1,371+52.7% | Added | History |
| VTEXVtex | SHS CL A | 558,807 | $3.84M | 4.7% | +42,000+8.1% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 7,863 | $124.7K | 0.2% | 00.0% | Unchanged | History |