本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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 |
来源：SEC 13F 申报文件 · 截至 2025-09-30