DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 30, 2025

Total Value ($000): $594,984 (100.0% shares, 0.0% debt)

Holdings (9)

NU NU HLDGS LTD 56.5%

Value ($000) $336,389 Shares 28,196,937 Est. Cost $5.26 Unrealized +94.0%

MELI MERCADO LIBRE INC 25.7%

Value ($000) $152,794 Shares 101,057 Est. Cost $1244.36 Unrealized +31.5%

Value ($000) $50,889 Shares 6,228,771 Est. Cost $5.76 Unrealized +39.0%

VALE VALE SA 6.7%

Value ($000) $40,099 Shares 3,289,483 Est. Cost $12.72 Unrealized —

SUZ SUZANO S A 1.0%

Value ($000) $5,751 Shares 450,000 Est. Cost $9.22 Unrealized —

RIO RIO TINTO PLC 0.5%

Value ($000) $3,134 Shares 49,169 Est. Cost $74.46 Unrealized —

MELI MERCADO LIBRE INC 0.4%

Value ($000) $2,590 Shares 33,900 Est. Cost $1244.36 Unrealized +31.5%

RIO RIO TINTO PLC 0.4%

Value ($000) $2,584 Shares 833,700 Est. Cost $74.46 Unrealized —

QQQ INVESCO QQQ TR 0.1%

Value ($000) $753 Shares 3,583,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	28,196,937	$336,389	56.5%	$5.26	+94.0%	ORD SHS CL A	G6683N103
MELI	MERCADO LIBRE INC	101,057	$152,794	25.7%	$1244.36	+31.5%	COM	58733R102
VTEX	VTEX	6,228,771	$50,889	8.6%	$5.76	+39.0%	SHS CL A	G9470A102
VALE	VALE SA	3,289,483	$40,099	6.7%	$12.72	—	SPONSORED ADS	91912E105
SUZ	SUZANO S A	450,000	$5,751	1.0%	$9.22	—	SPON ADS	86959K105
RIO	RIO TINTO PLC	49,169	$3,134	0.5%	$74.46	—	SPONSORED ADR	767204100
MELI	MERCADO LIBRE INC	33,900	$2,590	0.4%	$1244.36	+31.5%	Call	58733R102
RIO	RIO TINTO PLC	833,700	$2,584	0.4%	$74.46	—	Put	767204100
QQQ	INVESCO QQQ TR	3,583,500	$753	0.1%	—	—	Put	46090E103