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Showing Q3 2025 data
Dynamo Administracao de Recursos Ltda.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Dynamo Administracao de Recursos Ltda.
•CIK: 1707096•Filing: Q3 2025
**Dynamo Administracao de Recursos Ltda.** manages $18M across a concentrated portfolio of four positions. The fund exhibits a significant overweighting in AIG, holding $15.9M, which constitutes approximately 88% of its reported assets. Secondary allocations include MLB1 at $2.3M, MS-PL at $0.3M, and VALE at $0.1M. This structure suggests a highly concentrated, single-stock bias within its current investment mandate.
Total AUM
$18.5M
QoQ Performance
-36.6%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q3 2025
Top Holdings Allocation
NU
MLB1
NU85.8%
MLB112.4%
VTEX1.5%
VALE0.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q2 2025
↓4 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023