Filed: 8/14/2024ACC: 0000947871-24-000692
📋 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 $586.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$586.51M
Total AUM (reported)
37.40M
Total Shares
Allocation by class
ORD SHS CL A$333.65M56.9%
COM$155.43M26.5%
SHS CL A$44.47M7.6%
SPONSORED ADS$28.57M4.9%
SPONSORED ADR$18.10M3.1%
SPON ADS$4.62M0.8%
UNIT SER 1$1.68M0.3%
Portfolio Concentration
Top 3$533.55M91.0%
4–10$52.96M9.0%
Top 3 weight
91.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 37.40M
Sole
Full voting authority
37.40M
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
SOLEShares25.88M
TypeSH
Market value$333.65M
56.89%
Sole
25.88M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares123.92K
TypeSH
Market value$155.43M
26.50%
Sole
123.92K
Shared
0.00
None
0.00
VTEX
SOLEShares6.12M
TypeSH
Market value$44.47M
7.58%
Sole
6.12M
Shared
0.00
None
0.00
VALE SA
SOLEShares2.56M
TypeSH
Market value$28.57M
4.87%
Sole
2.56M
Shared
0.00
None
0.00
RIO TINTO PLC
SOLEShares1.06M
TypeSH
Market value$18.10M
3.09%
Sole
1.06M
Shared
0.00
None
0.00
SUZANO S A
SOLEShares450K
TypeSH
Market value$4.62M
0.79%
Sole
450K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.20M
TypeSH
Market value$1.68M
0.29%
Sole
1.20M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 25.88M | SH | $333.65M 56.89% | 25.88M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 123.92K | SH | $155.43M 26.50% | 123.92K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 6.12M | SH | $44.47M 7.58% | 6.12M | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 2.56M | SH | $28.57M 4.87% | 2.56M | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 1.06M | SH | $18.10M 3.09% | 1.06M | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 450K | SH | $4.62M 0.79% | 450K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.20M | SH | $1.68M 0.29% | 1.20M | 0.00 | 0.00 |