Q4 2024 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-02-14 · accession 0000947871-25-000172
$306.5M
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 | 42.5% | 76,684 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $97.5M | 31.8% | 9,409,225 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $36.2M | 11.8% | 4,084,812 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $21.5M | 7.03% | 3,655,982 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $7.6M | 2.49% | 129,804 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $5.2M | 1.70% | 833,700 | PUT | SOLE |
| 86959K105 | SUZ | SUZANO S A | $4.1M | 1.33% | 402,119 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $3.9M | 1.28% | 33,900 | CALL | 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.