13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2025 · Filed May 30, 2025 · Accession 0000947871-25-000577
Total Value
$300.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADO LIBRE INC | MELI | 76,684 | $130.4M | 43.41% |
| 2 | NU HLDGS LTD | NU | 9,409,225 | $97.5M | 32.45% |
| 3 | VALE SA | VALE | 4,084,812 | $36.2M | 12.06% |
| 4 | VTEX | VTEX | 3,655,982 | $21.5M | 7.17% |
| 5 | RIO TINTO PLC | RTNTF | 833,700 | $5.2M | 1.73% |
| 6 | SUZANO S A | SUZ | 402,119 | $4.1M | 1.35% |
| 7 | MERCADO LIBRE INC | MELI | 33,900 | $3.9M | 1.31% |
| 8 | RIO TINTO PLC | RTNTF | 25,247 | $1.5M | 0.49% |
| 9 | NU HLDGS LTD | NU | 2,870,000 | $28,700 | 0.01% |