13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2025 · Filed May 30, 2025 · Accession 0000947871-25-000574
Total Value
$595.0M
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 | 56.54% |
| 2 | MERCADO LIBRE INC | MELI | 101,057 | $152.8M | 25.68% |
| 3 | VTEX | VTEX | 6,228,771 | $50.9M | 8.55% |
| 4 | VALE SA | VALE | 3,289,483 | $40.1M | 6.74% |
| 5 | SUZANO S A | SUZ | 450,000 | $5.8M | 0.97% |
| 6 | RIO TINTO PLC | RTNTF | 49,169 | $3.1M | 0.53% |
| 7 | MERCADO LIBRE INC | MELI | 33,900 | $2.6M | 0.44% |
| 8 | RIO TINTO PLC | RTNTF | 833,700 | $2.6M | 0.43% |
| 9 | INVESCO QQQ TR | IVZ | 3,583,500 | $753,300 | 0.13% |