Filed: 5/15/2024ACC: 0000947871-24-000483
📋 What this filing means
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $614.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$614.83M
Total AUM (reported)
43.08M
Total Shares
Allocation by class
ORD SHS CL A$336.39M54.7%
COM$155.38M25.3%
SHS CL A$50.89M8.3%
SPONSORED ADS$40.10M6.5%
SPONSORED ADR$25.56M4.2%
SPON ADS$5.75M0.9%
UNIT SER 1$753.3K0.1%
Portfolio Concentration
Top 3$542.66M88.3%
4–10$72.17M11.7%
Top 3 weight
88.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 43.08M
Sole
Full voting authority
43.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
NU HLDGS LTD
SOLEShares28.20M
TypeSH
Market value$336.39M
54.71%
Sole
28.20M
Shared
0.00
None
0.00
MERCADO LIBRE INC
SOLEShares134.96K
TypeSH
Market value$155.38M
25.27%
Sole
134.96K
Shared
0.00
None
0.00
VTEX
SOLEShares6.23M
TypeSH
Market value$50.89M
8.28%
Sole
6.23M
Shared
0.00
None
0.00
VALE SA
SOLEShares3.29M
TypeSH
Market value$40.10M
6.52%
Sole
3.29M
Shared
0.00
None
0.00
RIO TINTO PLC
SOLEShares1.19M
TypeSH
Market value$25.56M
4.16%
Sole
1.19M
Shared
0.00
None
0.00
SUZANO S A
SOLEShares450K
TypeSH
Market value$5.75M
0.94%
Sole
450K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.58M
TypeSH
Market value$753.3K
0.12%
Sole
3.58M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 28.20M | SH | $336.39M 54.71% | 28.20M | 0.00 | 0.00 |
MERCADO LIBRE INCSOLE | COM | 134.96K | SH | $155.38M 25.27% | 134.96K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 6.23M | SH | $50.89M 8.28% | 6.23M | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 3.29M | SH | $40.10M 6.52% | 3.29M | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 1.19M | SH | $25.56M 4.16% | 1.19M | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 450K | SH | $5.75M 0.94% | 450K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.58M | SH | $753.3K 0.12% | 3.58M | 0.00 | 0.00 |