DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2025 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2025-11-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $186M (100.0% shares, 0.0% debt)

Holdings (7)

MELI MERCADO LIBRE INC 72.3%

Value $134M Shares 57,551 Est. Cost $1565.87 Unrealized +53.3%

EWZ ISHARES INC 13.2%

Value $24.57M Shares 9,000,000 Est. Cost — Unrealized —

NU NU HOLDINGS LTD 6.3%

Value $11.68M Shares 729,715 Est. Cost $5.26 Unrealized +165.0%

VTEX VTEX 2.3%

Value $4.224M Shares 964,324 Est. Cost $5.76 Unrealized -12.2%

VALE VALE SA 2.1%

Value $3.995M Shares 367,864 Est. Cost $11.42 Unrealized —

SUZ SUZANO SA 2.0%

Value $3.659M Shares 389,234 Est. Cost $9.22 Unrealized —

MELI MERCADO LIBRE INC 1.9%

Value $3.477M Shares 27,500 Est. Cost $1565.87 Unrealized +53.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	57,551	$134M	72.3%	$1565.87	+53.3%	COM	58733R102
EWZ	ISHARES INC	9,000,000	$24.57M	13.2%	—	—	Call	464286400
NU	NU HOLDINGS LTD	729,715	$11.68M	6.3%	$5.26	+165.0%	ORD SHS CL A	G6683N103
VTEX	VTEX	964,324	$4.224M	2.3%	$5.76	-12.2%	SHS CL A	G9470A102
VALE	VALE SA	367,864	$3.995M	2.1%	$11.42	—	SPONSORED ADS	91912E105
SUZ	SUZANO SA	389,234	$3.659M	2.0%	$9.22	—	SPON ADS	86959K105
MELI	MERCADO LIBRE INC	27,500	$3.477M	1.9%	$1565.87	+53.3%	Put	58733R102