Q1 2024 · 13F-HR/A
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-05-30 · accession 0000947871-25-000574
$595.0M
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 | 56.5% | 28,196,937 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $152.8M | 25.7% | 101,057 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $50.9M | 8.55% | 6,228,771 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $40.1M | 6.74% | 3,289,483 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $5.8M | 0.97% | 450,000 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $3.1M | 0.53% | 49,169 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $2.6M | 0.44% | 33,900 | CALL | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $2.6M | 0.43% | 833,700 | PUT | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $753,300 | 0.13% | 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.