Q3 2024 · 13F-HR/A
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-05-30 · accession 0000947871-25-000576
$438.6M
Reported value
10
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $246.2M | 56.1% | 18,038,393 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $90.4M | 20.6% | 44,071 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $42.0M | 9.58% | 5,648,948 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $32.4M | 7.38% | 2,770,137 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $16.7M | 3.82% | 33,900 | CALL | SOLE |
| 86959K105 | SUZ | SUZANO S A | $4.5M | 1.03% | 450,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $3.1M | 0.71% | 2,870,000 | CALL | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $1.2M | 0.26% | 833,700 | PUT | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $1.1M | 0.26% | 16,042 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $930,000 | 0.21% | 1,500,000 | 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.