DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 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: Q3 2024 (← Previous) (Next →)

Filing Date: May 30, 2025

Total Value: $439M (100.0% shares, 0.0% debt)

Holdings (10)

NU NU HLDGS LTD 56.1%

Value $246M Shares 18,038,393 Est. Cost $5.26 Unrealized +155.5%

MELI MERCADOLIBRE INC 20.6%

Value $90.43M Shares 44,071 Est. Cost $1244.36 Unrealized +51.3%

VTEX VTEX 9.6%

Value $42.03M Shares 5,648,948 Est. Cost $5.76 Unrealized +20.8%

VALE VALE SA 7.4%

Value $32.36M Shares 2,770,137 Est. Cost $12.64 Unrealized —

MELI MERCADOLIBRE INC 3.8%

Value $16.74M Shares 33,900 Est. Cost $1244.36 Unrealized +51.3%

SUZ SUZANO S A 1.0%

Value $4.5M Shares 450,000 Est. Cost $9.22 Unrealized —

NU NU HLDGS LTD 0.7%

Value $3.128M Shares 2,870,000 Est. Cost $5.26 Unrealized +155.5%

RIO RIO TINTO PLC 0.3%

Value $1.151M Shares 833,700 Est. Cost $74.46 Unrealized —

RIO RIO TINTO PLC 0.3%

Value $1.142M Shares 16,042 Est. Cost $74.46 Unrealized —

NU NU HLDGS LTD 0.2%

Value $930K Shares 1,500,000 Est. Cost $5.26 Unrealized +155.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	18,038,393	$246M	56.1%	$5.26	+155.5%	ORD SHS CL A	G6683N103
MELI	MERCADOLIBRE INC	44,071	$90.43M	20.6%	$1244.36	+51.3%	COM	58733R102
VTEX	VTEX	5,648,948	$42.03M	9.6%	$5.76	+20.8%	SHS CL A	G9470A102
VALE	VALE SA	2,770,137	$32.36M	7.4%	$12.64	—	SPONSORED ADS	91912E105
MELI	MERCADOLIBRE INC	33,900	$16.74M	3.8%	$1244.36	+51.3%	Call	58733R102
SUZ	SUZANO S A	450,000	$4.5M	1.0%	$9.22	—	SPON ADS	86959K105
NU	NU HLDGS LTD	2,870,000	$3.128M	0.7%	$5.26	+155.5%	Call	G6683N103
RIO	RIO TINTO PLC	833,700	$1.151M	0.3%	$74.46	—	Put	767204100
RIO	RIO TINTO PLC	16,042	$1.142M	0.3%	$74.46	—	SPONSORED ADR	767204100
NU	NU HLDGS LTD	1,500,000	$930K	0.2%	$5.26	+155.5%	Put	G6683N103