13F HOLDINGS REPORT
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000947871-24-000692
Total Value
$586.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 25,884,247 | $333.6M | 56.89% |
| 2 | MERCADOLIBRE INC | MELI | 90,023 | $147.9M | 25.22% |
| 3 | VTEX | VTEX | 6,124,720 | $44.5M | 7.58% |
| 4 | VALE SA | VALE | 2,557,469 | $28.6M | 4.87% |
| 5 | RIO TINTO PLC | RTNTF | 227,675 | $15.0M | 2.56% |
| 6 | MERCADOLIBRE INC | MELI | 33,900 | $7.5M | 1.28% |
| 7 | SUZANO S A | SUZ | 450,000 | $4.6M | 0.79% |
| 8 | RIO TINTO PLC | RTNTF | 833,700 | $3.1M | 0.53% |
| 9 | INVESCO QQQ TR | IVZ | 1,200,000 | $1.7M | 0.29% |