13F HOLDINGS REPORT
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000947871-25-000776
Total Value
$280.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADO LIBRE INC | MELI | 78,217 | $204.4M | 72.81% |
| 2 | NU HLDGS LTD | NU | 2,757,015 | $37.8M | 13.47% |
| 3 | ISHARES INC | 464286400 | 5,050,000 | $13.5M | 4.81% |
| 4 | VALE SA | VALE | 1,043,708 | $10.1M | 3.61% |
| 5 | VTEX | VTEX | 1,216,967 | $8.0M | 2.86% |
| 6 | SUZANO SA | SUZ | 389,234 | $3.7M | 1.30% |
| 7 | ISHARES INC | 464286400 | 2,910,000 | $3.2M | 1.13% |