Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Dynamo Administracao de Recursos Ltda. 13F Holdings -- Portfolio & Top Positions (2025-09-30)

Dynamo Administracao de Recursos Ltda. (CIK 1707096) reported $18.5M across 4 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: NU ($15.9M, 85.82%), MELI ($2.3M, 12.39%), VTEX ($281,021, 1.52%), VALE ($50,314, 0.27%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	NU	NU HOLDINGS LTD	$15.9M	85.82%	991,524	Trimmed
2	MELI	MERCADO LIBRE INC	$2.3M	12.39%	981	Trimmed
3	VTEX	VTEX	$281,021	1.52%	64,160	Trimmed
4	VALE	VALE SA	$50,314	0.27%	4,633	Trimmed

Source: SEC Form 13F filings · as of 2025-09-30