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Latest Dynamo Administracao de Recursos Ltda. Stock Portfolio

About Dynamo Administracao de Recursos Ltda. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Dynamo Administracao de Recursos Ltda. reported an equity portfolio of $16.7 Millions as of 31 Mar, 2025.

The top stock holdings of Dynamo Administracao de Recursos Ltda. are MELI, NU, . The fund has invested 84.7% of it's portfolio in MERCADO LIBRE INC and 12.8% of portfolio in NU HLDGS LTD.

They significantly reduced their stock positions in NU HLDGS LTD (NU), MERCADO LIBRE INC (MELI) and VTEX.

Dynamo Administracao de Recursos Ltda. Annual Return Estimates Vs S&P 500

2019202020212022202320242025−20020406080Performance (%)Performance

New Buys

No new stocks were added by Dynamo Administracao de Recursos Ltda.

Additions

No additions were made to existing positions by Dynamo Administracao de Recursos Ltda.

Reductions

Ticker% Reduced
nu hldgs ltd-68.96
mercado libre inc-55.14
vtex-44.95
Dynamo Administracao de Recursos Ltda. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Dynamo Administracao de Recursos Ltda.

Sector Distribution

85%15%
Sector%
Consumer Cyclical84.7
Others15.3

Market Cap. Distribution

85%15%
Category%
LARGE-CAP84.7
UNALLOCATED15.3

Stocks belong to which Index?

100%
Index%
Others100
Top 5 Winners (%)%
MELI
mercado libre inc
16.7 %
Top 5 Winners ($)$
MELI
mercado libre inc
4.6 M
Top 5 Losers (%)%
Top 5 Losers ($)$

Dynamo Administracao de Recursos Ltda. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

MELINUV..

Current Stock Holdings of Dynamo Administracao de Recursos Ltda.

Last Reported on: 15 May, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MERCADO LIBRE INC Position Held By Dynamo Administracao de Recursos Ltda.

What % of Portfolio is MELI?:

Number of MELI shares held:

Change in No. of Shares Held: