Q3 2025 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2025-11-14 · accession 0000947871-25-001018
$186.1M
Reported value
7
Positions
2025-09-30
Period end
The Brief · DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. · Q3 2025
AI · grounded in 13F
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. established a new position in MELI valued at $137.97M. The fund also initiated new stakes in EWZ for $24.57M and NU for $11.68M. Additional new positions include VTEX, VALE, and SUZ.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADO LIBRE INC | $134.5M | 72.3% | 57,551 | Common | SOLE |
| 464286400 | EWZ | ISHARES INC | $24.6M | 13.2% | 9,000,000 | CALL | SOLE |
| G6683N103 | NU | NU HOLDINGS LTD | $11.7M | 6.28% | 729,715 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $4.2M | 2.27% | 964,324 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $4.0M | 2.15% | 367,864 | Common | SOLE |
| 86959K105 | SUZ | SUZANO SA | $3.7M | 1.97% | 389,234 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $3.5M | 1.87% | 27,500 | 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.