13F HOLDINGS REPORT
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000947871-24-000483
Total Value
$614.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 28,196,937 | $336.4M | 54.71% |
| 2 | MERCADO LIBRE INC | MELI | 101,057 | $152.8M | 24.85% |
| 3 | VTEX | VTEX | 6,228,771 | $50.9M | 8.28% |
| 4 | VALE SA | VALE | 3,289,483 | $40.1M | 6.52% |
| 5 | RIO TINTO PLC | RTNTF | 360,488 | $23.0M | 3.74% |
| 6 | SUZANO S A | SUZ | 450,000 | $5.8M | 0.94% |
| 7 | MERCADO LIBRE INC | MELI | 33,900 | $2.6M | 0.42% |
| 8 | RIO TINTO PLC | RTNTF | 833,700 | $2.6M | 0.42% |
| 9 | INVESCO QQQ TR | IVZ | 3,583,500 | $753,300 | 0.12% |