DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2025 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2025-08-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $281M (100.0% shares, 0.0% debt)

Holdings (6)

MELI MERCADO LIBRE INC 72.8%

Value $204M Shares 78,217 Est. Cost $1565.87 Unrealized +49.1%

NU NU HLDGS LTD 13.5%

Value $37.83M Shares 2,757,015 Est. Cost $5.26 Unrealized +127.4%

EWZ ISHARES INC 5.9%

Value $16.68M Shares 7,960,000 Est. Cost — Unrealized —

VALE VALE SA 3.6%

Value $10.13M Shares 1,043,708 Est. Cost $11.42 Unrealized —

VTEX VTEX 2.9%

Value $8.032M Shares 1,216,967 Est. Cost $5.76 Unrealized +2.0%

SUZ SUZANO SA 1.3%

Value $3.663M Shares 389,234 Est. Cost $9.22 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	78,217	$204M	72.8%	$1565.87	+49.1%	COM	58733R102
NU	NU HLDGS LTD	2,757,015	$37.83M	13.5%	$5.26	+127.4%	ORD SHS CL A	G6683N103
EWZ	ISHARES INC	7,960,000	$16.68M	5.9%	—	—	Call	464286400
VALE	VALE SA	1,043,708	$10.13M	3.6%	$11.42	—	SPONSORED ADS	91912E105
VTEX	VTEX	1,216,967	$8.032M	2.9%	$5.76	+2.0%	SHS CL A	G9470A102
SUZ	SUZANO SA	389,234	$3.663M	1.3%	$9.22	—	SPON ADS	86959K105