13F Pro

Dynamo Administracao de Recursos Ltda.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1707096
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13F Reported Value

ⓘ

$18.5M

Holdings

4

Latest Filing

2025-09-30

Filing Quarter

Q3 2025

Portfolio Overview

Dynamo Administracao de Recursos Ltda. disclosed 4 positions worth $18.5M in its Form 13F-HR for Q3 2025, led by $NU (Nu Holdings Ltd.) at 85.8% of the equity portfolio, followed by $MELI and $VTEX. The portfolio is most concentrated in Financials (85.8% of disclosed assets). All figures are sourced directly from Dynamo Administracao de Recursos Ltda.’s Form 13F-HR filing with the SEC under CIK 1707096.

AI Fund Analysis

Stable
NU$NU
85.8% weight
Held 7 quarters
MELI$MELI
12.4% weight
Held 7 quarters
VTEX$VTEX
1.5% weight
Held 7 quarters
VALE$VALE
0.3% weight
Held 7 quarters

Sector Allocation

FinancialsConsumer DiscretionaryTechnologyMaterials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q3 2025

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Dynamo Administracao de Recursos Ltda.'s 4 positions.

Showing top 4 of 4 holdings.

Sector Allocation

Financials

$15.9M

Consumer Discretionary

$2.3M

Technology

$281,021

Materials

$50,314

Full Holdings — Dynamo Administracao de Recursos Ltda. (Q3 2025)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1NU$NUNu Holdings Ltd.$15.9M85.8%-1%—
2MELI$MELIMERCADOLIBRE INC$2.3M12.4%-83%77.5
3VTEX$VTEXVTEX$281,0211.5%-7%—
4VALE$VALEVale S.A.$50,3140.3%-41%—

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AI-Powered Hedge Fund Analysis: Dynamo Administracao de Recursos Ltda.

13F Pro is an AI hedge fund tracker and stock research platform. For Dynamo Administracao de Recursos Ltda. (SEC CIK: 1707096), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Dynamo Administracao de Recursos Ltda.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.