Q1 2025 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-05-15 · accession 0000947871-25-000532
$306.7M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADO LIBRE INC | $157.7M | 51.4% | 80,816 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $93.4M | 30.4% | 9,118,415 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $25.4M | 8.28% | 2,545,990 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $7.6M | 2.48% | 126,459 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $7.6M | 2.48% | 1,498,221 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $5.8M | 1.89% | 25,400 | CALL | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $3.7M | 1.22% | 2,300,000 | PUT | SOLE |
| 86959K105 | SUZ | SUZANO S A | $3.6M | 1.18% | 389,234 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $1.9M | 0.62% | 777,600 | 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.