DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2024 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2025-05-30

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 30, 2025

Total Value: $595M (100.0% shares, 0.0% debt)

Holdings (9)

NU NU HLDGS LTD 56.5%

Value $336M Shares 28,196,937 Est. Cost $5.26 Unrealized +94.0%

MELI MERCADO LIBRE INC 25.7%

Value $153M Shares 101,057 Est. Cost $1244.36 Unrealized +31.5%

VTEX VTEX 8.6%

Value $50.89M Shares 6,228,771 Est. Cost $5.76 Unrealized +39.0%

VALE VALE SA 6.7%

Value $40.1M Shares 3,289,483 Est. Cost $12.72 Unrealized —

SUZ SUZANO S A 1.0%

Value $5.751M Shares 450,000 Est. Cost $9.22 Unrealized —

RIO RIO TINTO PLC 0.5%

Value $3.134M Shares 49,169 Est. Cost $74.46 Unrealized —

MELI MERCADO LIBRE INC 0.4%

Value $2.59M Shares 33,900 Est. Cost $1244.36 Unrealized +31.5%

RIO RIO TINTO PLC 0.4%

Value $2.584M Shares 833,700 Est. Cost $74.46 Unrealized —

QQQ INVESCO QQQ TR 0.1%

Value $753K Shares 3,583,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	28,196,937	$336M	56.5%	$5.26	+94.0%	ORD SHS CL A	G6683N103
MELI	MERCADO LIBRE INC	101,057	$153M	25.7%	$1244.36	+31.5%	COM	58733R102
VTEX	VTEX	6,228,771	$50.89M	8.6%	$5.76	+39.0%	SHS CL A	G9470A102
VALE	VALE SA	3,289,483	$40.1M	6.7%	$12.72	—	SPONSORED ADS	91912E105
SUZ	SUZANO S A	450,000	$5.751M	1.0%	$9.22	—	SPON ADS	86959K105
RIO	RIO TINTO PLC	49,169	$3.134M	0.5%	$74.46	—	SPONSORED ADR	767204100
MELI	MERCADO LIBRE INC	33,900	$2.59M	0.4%	$1244.36	+31.5%	Call	58733R102
RIO	RIO TINTO PLC	833,700	$2.584M	0.4%	$74.46	—	Put	767204100
QQQ	INVESCO QQQ TR	3,583,500	$753K	0.1%	—	—	Put	46090E103