Q4 2024 · 13F-HR/A
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-05-30 · accession 0000947871-25-000577
$300.4M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADO LIBRE INC | $130.4M | 43.4% | 76,684 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $97.5M | 32.5% | 9,409,225 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $36.2M | 12.1% | 4,084,812 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $21.5M | 7.17% | 3,655,982 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $5.2M | 1.73% | 833,700 | PUT | SOLE |
| 86959K105 | SUZ | SUZANO S A | $4.1M | 1.35% | 402,119 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $3.9M | 1.31% | 33,900 | CALL | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $1.5M | 0.49% | 25,247 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $28,700 | 0.01% | 2,870,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.