The Analysis of Dynamo Administracao de Recursos Ltda.'s Holdings & P&L

Currently, Dynamo Administracao de Recursos Ltda. holds 4 types of securities in its portfolio with a total value $18.5M. In the most recent quarter, they have decreased their positions in MELI (-4.7K shares, valued at $11.1M), NU (-7.5K shares, valued at $120.2K), VALE (-3.2K shares, valued at $35.1K).

1M P&L

+1.7M+10.52%

3M P&L

-1.4M-7.40%

HY P&L

-160.5K-0.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional15.9M

85.8%

2Internet Retail2.3M

12.4%

3Software - Application281.0K

1.5%

Top Industries by Stock Count

1Internet Retail1 stocks

25.0%

2Banks - Regional1 stocks

25.0%

3Other Industrial Metals & Mining1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NU NU HOLDINGS LTD991.5K shares-0.75%2025-09-302025-11-14

MELI MERCADO LIBRE INC981 shares-82.83%2025-09-302025-11-14

VTEX VTEX64.2K shares-6.85%2025-09-302025-11-14

VALE VALE SA4.6K shares-41.08%2025-09-302025-11-14

NU HOLDINGS LTD

-0.75%

Shares991.5K

Event2025-09-30

Filed2025-11-14

MELI

MERCADO LIBRE INC

-82.83%

Shares981

Event2025-09-30

Filed2025-11-14

VTEX

-6.85%

Shares64.2K

Event2025-09-30

Filed2025-11-14

VALE

VALE SA

-41.08%

Shares4.6K

Event2025-09-30

Filed2025-11-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available