DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001546790 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $280,766 (100.0% shares, 0.0% debt)

Holdings (6)

MELI MERCADO LIBRE INC 72.8%

Value ($000) $204,430 Shares 78,217 Est. Cost $1565.87 Unrealized +49.1%

NU NU HLDGS LTD 13.5%

Value ($000) $37,826 Shares 2,757,015 Est. Cost $5.26 Unrealized +127.4%

EWZ ISHARES INC 5.9%

Value ($000) $16,681 Shares 7,960,000 Est. Cost — Unrealized —

VALE VALE SA 3.6%

Value ($000) $10,134 Shares 1,043,708 Est. Cost $11.42 Unrealized —

Value ($000) $8,032 Shares 1,216,967 Est. Cost $5.76 Unrealized +2.0%

SUZ SUZANO SA 1.3%

Value ($000) $3,663 Shares 389,234 Est. Cost $9.22 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	78,217	$204,430	72.8%	$1565.87	+49.1%	COM	58733R102
NU	NU HLDGS LTD	2,757,015	$37,826	13.5%	$5.26	+127.4%	ORD SHS CL A	G6683N103
EWZ	ISHARES INC	7,960,000	$16,681	5.9%	—	—	Call	464286400
VALE	VALE SA	1,043,708	$10,134	3.6%	$11.42	—	SPONSORED ADS	91912E105
VTEX	VTEX	1,216,967	$8,032	2.9%	$5.76	+2.0%	SHS CL A	G9470A102
SUZ	SUZANO SA	389,234	$3,663	1.3%	$9.22	—	SPON ADS	86959K105