Q2 2024 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-08-14 · accession 0000947871-24-000692
$586.5M
Reported value
9
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $333.6M | 56.9% | 25,884,247 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $147.9M | 25.2% | 90,023 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $44.5M | 7.58% | 6,124,720 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $28.6M | 4.87% | 2,557,469 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $15.0M | 2.56% | 227,675 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $7.5M | 1.28% | 33,900 | CALL | SOLE |
| 86959K105 | SUZ | SUZANO S A | $4.6M | 0.79% | 450,000 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $3.1M | 0.53% | 833,700 | PUT | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.7M | 0.29% | 1,200,000 | 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.