Investor Details
| Filer Name: | DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
|---|---|
| CIK: | 1546790 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.30B |
Dynamo Internacional Gestao De Recursos Ltda. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MELI | US | MERCADOLIBRE INC | 76,684 | $130M | 42.54% | - | - |
| NU | US | NU HOLDINGS LTD/CAYMAN ISL-A | 9,409,225 | $97M | 31.80% | 91.3% | - |
| VALE | US | VALE SA-SP ADR | 4,084,812 | $36M | 11.82% | 47.5% | - |
| VTEX | US | VTEX -CLASS A | 3,655,982 | $22M | 7.03% | -35.3% | - |
| RIO | US | RIO TINTO PLC-SPON ADR | 129,804 | $8M | 2.49% | - | - |
| RIO | US | RIO TINTO PLC-SPON ADR | 833,700 | $5M | 1.70% | - | Put |
| SUZ | US | SUZANO SA - SPON ADR | 402,119 | $4M | 1.33% | -10.6% | - |
| MELI | US | MERCADOLIBRE INC | 33,900 | $4M | 1.28% | - | Call |
| NU | US | NU HOLDINGS LTD/CAYMAN ISL-A | 2,870,000 | $0M | 0.01% | 91.3% | Call |