DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: May 30, 2025

Total Value ($000): $574,737 (100.0% shares, 0.0% debt)

Holdings (9)

NU NU HLDGS LTD 58.1%

Value ($000) $333,648 Shares 25,884,247 Est. Cost $5.26 Unrealized +121.2%

MELI MERCADOLIBRE INC 25.7%

Value ($000) $147,944 Shares 90,023 Est. Cost $1244.36 Unrealized +26.9%

Value ($000) $44,465 Shares 6,124,720 Est. Cost $5.76 Unrealized +25.9%

VALE VALE SA 5.0%

Value ($000) $28,567 Shares 2,557,469 Est. Cost $12.72 Unrealized —

MELI MERCADOLIBRE INC 1.3%

Value ($000) $7,489 Shares 33,900 Est. Cost $1244.36 Unrealized +26.9%

SUZ SUZANO S A 0.8%

Value ($000) $4,622 Shares 450,000 Est. Cost $9.22 Unrealized —

RIO RIO TINTO PLC 0.6%

Value ($000) $3,242 Shares 49,169 Est. Cost $74.46 Unrealized —

RIO RIO TINTO PLC 0.5%

Value ($000) $3,085 Shares 833,700 Est. Cost $74.46 Unrealized —

QQQ INVESCO QQQ TR 0.3%

Value ($000) $1,676 Shares 1,200,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	25,884,247	$333,648	58.1%	$5.26	+121.2%	ORD SHS CL A	G6683N103
MELI	MERCADOLIBRE INC	90,023	$147,944	25.7%	$1244.36	+26.9%	COM	58733R102
VTEX	VTEX	6,124,720	$44,465	7.7%	$5.76	+25.9%	SHS CL A	G9470A102
VALE	VALE SA	2,557,469	$28,567	5.0%	$12.72	—	SPONSORED ADS	91912E105
MELI	MERCADOLIBRE INC	33,900	$7,489	1.3%	$1244.36	+26.9%	Call	58733R102
SUZ	SUZANO S A	450,000	$4,622	0.8%	$9.22	—	SPON ADS	86959K105
RIO	RIO TINTO PLC	49,169	$3,242	0.6%	$74.46	—	SPONSORED ADR	767204100
RIO	RIO TINTO PLC	833,700	$3,085	0.5%	$74.46	—	Put	767204100
QQQ	INVESCO QQQ TR	1,200,000	$1,676	0.3%	—	—	Put	46090E103