DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 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: Q4 2024 (← Previous) (Next →)

Filing Date: May 30, 2025

Total Value: $300M (100.0% shares, 0.0% debt)

Holdings (9)

MELI MERCADO LIBRE INC 43.4%

Value $130M Shares 76,684 Est. Cost $1543.29 Unrealized +26.2%

NU NU HLDGS LTD 32.5%

Value $97.48M Shares 9,409,225 Est. Cost $5.26 Unrealized +152.6%

VALE VALE SA 12.1%

Value $36.23M Shares 4,084,812 Est. Cost $11.42 Unrealized —

VTEX VTEX 7.2%

Value $21.53M Shares 3,655,982 Est. Cost $5.76 Unrealized +13.8%

RIO RIO TINTO PLC 1.7%

Value $5.211M Shares 833,700 Est. Cost $68.75 Unrealized —

SUZ SUZANO S A 1.4%

Value $4.069M Shares 402,119 Est. Cost $9.22 Unrealized —

MELI MERCADO LIBRE INC 1.3%

Value $3.931M Shares 33,900 Est. Cost $1543.29 Unrealized +26.2%

RIO RIO TINTO PLC 0.5%

Value $1.485M Shares 25,247 Est. Cost $68.75 Unrealized —

NU NU HLDGS LTD 0.0%

Value $28,700 Shares 2,870,000 Est. Cost $5.26 Unrealized +152.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	76,684	$130M	43.4%	$1543.29	+26.2%	COM	58733R102
NU	NU HLDGS LTD	9,409,225	$97.48M	32.5%	$5.26	+152.6%	ORD SHS CL A	G6683N103
VALE	VALE SA	4,084,812	$36.23M	12.1%	$11.42	—	SPONSORED ADS	91912E105
VTEX	VTEX	3,655,982	$21.53M	7.2%	$5.76	+13.8%	SHS CL A	G9470A102
RIO	RIO TINTO PLC	833,700	$5.211M	1.7%	$68.75	—	Put	767204100
SUZ	SUZANO S A	402,119	$4.069M	1.4%	$9.22	—	SPON ADS	86959K105
MELI	MERCADO LIBRE INC	33,900	$3.931M	1.3%	$1543.29	+26.2%	Call	58733R102
RIO	RIO TINTO PLC	25,247	$1.485M	0.5%	$68.75	—	SPONSORED ADR	767204100
NU	NU HLDGS LTD	2,870,000	$28,700	0.0%	$5.26	+152.6%	Call	G6683N103