DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: May 30, 2025

Total Value ($000): $438,633 (100.0% shares, 0.0% debt)

Holdings (10)

NU NU HLDGS LTD 56.1%

Value ($000) $246,224 Shares 18,038,393 Est. Cost $5.26 Unrealized +155.5%

MELI MERCADOLIBRE INC 20.6%

Value ($000) $90,432 Shares 44,071 Est. Cost $1244.36 Unrealized +51.3%

Value ($000) $42,028 Shares 5,648,948 Est. Cost $5.76 Unrealized +20.8%

VALE VALE SA 7.4%

Value ($000) $32,355 Shares 2,770,137 Est. Cost $12.64 Unrealized —

MELI MERCADOLIBRE INC 3.8%

Value ($000) $16,743 Shares 33,900 Est. Cost $1244.36 Unrealized +51.3%

SUZ SUZANO S A 1.0%

Value ($000) $4,500 Shares 450,000 Est. Cost $9.22 Unrealized —

NU NU HLDGS LTD 0.7%

Value ($000) $3,128 Shares 2,870,000 Est. Cost $5.26 Unrealized +155.5%

RIO RIO TINTO PLC 0.3%

Value ($000) $1,151 Shares 833,700 Est. Cost $74.46 Unrealized —

RIO RIO TINTO PLC 0.3%

Value ($000) $1,142 Shares 16,042 Est. Cost $74.46 Unrealized —

NU NU HLDGS LTD 0.2%

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

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	18,038,393	$246,224	56.1%	$5.26	+155.5%	ORD SHS CL A	G6683N103
MELI	MERCADOLIBRE INC	44,071	$90,432	20.6%	$1244.36	+51.3%	COM	58733R102
VTEX	VTEX	5,648,948	$42,028	9.6%	$5.76	+20.8%	SHS CL A	G9470A102
VALE	VALE SA	2,770,137	$32,355	7.4%	$12.64	—	SPONSORED ADS	91912E105
MELI	MERCADOLIBRE INC	33,900	$16,743	3.8%	$1244.36	+51.3%	Call	58733R102
SUZ	SUZANO S A	450,000	$4,500	1.0%	$9.22	—	SPON ADS	86959K105
NU	NU HLDGS LTD	2,870,000	$3,128	0.7%	$5.26	+155.5%	Call	G6683N103
RIO	RIO TINTO PLC	833,700	$1,151	0.3%	$74.46	—	Put	767204100
RIO	RIO TINTO PLC	16,042	$1,142	0.3%	$74.46	—	SPONSORED ADR	767204100
NU	NU HLDGS LTD	1,500,000	$930	0.2%	$5.26	+155.5%	Put	G6683N103