DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $306,701 (100.0% shares, 0.0% debt)

Holdings (9)

MELI MERCADO LIBRE INC 51.4%

Value ($000) $157,662 Shares 80,816 Est. Cost $1565.87 Unrealized +26.8%

NU NU HLDGS LTD 30.4%

Value ($000) $93,373 Shares 9,118,415 Est. Cost $5.26 Unrealized +124.5%

VALE VALE SA 8.3%

Value ($000) $25,409 Shares 2,545,990 Est. Cost $11.42 Unrealized —

RIO RIO TINTO PLC 2.5%

Value ($000) $7,598 Shares 126,459 Est. Cost $61.81 Unrealized —

Value ($000) $7,596 Shares 1,498,221 Est. Cost $5.76 Unrealized -1.3%

MELI MERCADO LIBRE INC 1.9%

Value ($000) $5,794 Shares 25,400 Est. Cost $1565.87 Unrealized +26.8%

NU NU HLDGS LTD 1.2%

Value ($000) $3,749 Shares 2,300,000 Est. Cost $5.26 Unrealized +124.5%

SUZ SUZANO S A 1.2%

Value ($000) $3,616 Shares 389,234 Est. Cost $9.22 Unrealized —

RIO RIO TINTO PLC 0.6%

Value ($000) $1,905 Shares 777,600 Est. Cost $61.81 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	80,816	$157,662	51.4%	$1565.87	+26.8%	COM	58733R102
NU	NU HLDGS LTD	9,118,415	$93,373	30.4%	$5.26	+124.5%	ORD SHS CL A	G6683N103
VALE	VALE SA	2,545,990	$25,409	8.3%	$11.42	—	SPONSORED ADS	91912E105
RIO	RIO TINTO PLC	126,459	$7,598	2.5%	$61.81	—	SPONSORED ADR	767204100
VTEX	VTEX	1,498,221	$7,596	2.5%	$5.76	-1.3%	SHS CL A	G9470A102
MELI	MERCADO LIBRE INC	25,400	$5,794	1.9%	$1565.87	+26.8%	Call	58733R102
NU	NU HLDGS LTD	2,300,000	$3,749	1.2%	$5.26	+124.5%	Put	G6683N103
SUZ	SUZANO S A	389,234	$3,616	1.2%	$9.22	—	SPON ADS	86959K105
RIO	RIO TINTO PLC	777,600	$1,905	0.6%	$61.81	—	Put	767204100