Q1 2024 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-05-15 · accession 0000947871-24-000483
$614.8M
Reported value
9
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $336.4M | 54.7% | 28,196,937 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $152.8M | 24.9% | 101,057 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $50.9M | 8.28% | 6,228,771 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $40.1M | 6.52% | 3,289,483 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $23.0M | 3.74% | 360,488 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $5.8M | 0.94% | 450,000 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $2.6M | 0.42% | 33,900 | CALL | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $2.6M | 0.42% | 833,700 | PUT | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $753,300 | 0.12% | 3,583,500 | PUT | 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.