13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2025 · Filed May 30, 2025 · Accession 0000947871-25-000576
Total Value
$438.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 18,038,393 | $246.2M | 56.13% |
| 2 | MERCADOLIBRE INC | MELI | 44,071 | $90.4M | 20.62% |
| 3 | VTEX | VTEX | 5,648,948 | $42.0M | 9.58% |
| 4 | VALE SA | VALE | 2,770,137 | $32.4M | 7.38% |
| 5 | MERCADOLIBRE INC | MELI | 33,900 | $16.7M | 3.82% |
| 6 | SUZANO S A | SUZ | 450,000 | $4.5M | 1.03% |
| 7 | NU HLDGS LTD | NU | 2,870,000 | $3.1M | 0.71% |
| 8 | RIO TINTO PLC | RTNTF | 833,700 | $1.2M | 0.26% |
| 9 | RIO TINTO PLC | RTNTF | 16,042 | $1.1M | 0.26% |
| 10 | NU HLDGS LTD | NU | 1,500,000 | $930,000 | 0.21% |