Q2 2025 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-08-14 · accession 0000947871-25-000776
$280.8M
Reported value
6
Positions
2025-06-30
Period end
The Brief · DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. · Q2 2025
AI · grounded in 13F
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. established a new position in MELI valued at $204.4M. The fund also initiated new stakes in NU for $37.8M and EWZ for $16.7M. Additional new positions include VALE, VTEX, and SUZ.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADO LIBRE INC | $204.4M | 72.8% | 78,217 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $37.8M | 13.5% | 2,757,015 | Common | SOLE |
| 464286400 | EWZ | ISHARES INC | $16.7M | 5.94% | 7,960,000 | CALL | SOLE |
| 91912E105 | VALE | VALE SA | $10.1M | 3.61% | 1,043,708 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $8.0M | 2.86% | 1,216,967 | Common | SOLE |
| 86959K105 | SUZ | SUZANO SA | $3.7M | 1.30% | 389,234 | Common | 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.