Dynamo Administracao de Recursos Ltda.
- SEC CIK
- 0001707096
- Latest filing
- Nov 14, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 4
- 0 vs. Q1 2025
- Portfolio value
- $29.2M
- +$12.5M (+75.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 5,712 | $14.9M | 51.2% | −1,515−21.0% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 999,030 | $13.7M | 47.0% | +791,400+381.2% | Added | History |
| VTEXVtex | SHS CL A | 68,879 | $454.6K | 1.6% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 7,863 | $76.3K | 0.3% | 00.0% | Unchanged | History |