DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

PrivateCIK: 1546790
📋 What this filing means

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $448.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$448.59M
Total AUM (reported)
32.35M
Total Shares

Allocation by class

TOTAL AUM$448.59M6 positions
ORD SHS CL A$250.28M55.8%
COM$107.18M23.9%
SHS CL A$42.03M9.4%
SPONSORED ADS$32.36M7.2%
SPONSORED ADR$12.25M2.7%
SPON ADS$4.50M1.0%

Portfolio Concentration

Top 389.1%4–1010.9%TOP 10100.0%0%100%
Top 3$399.49M89.1%
4–10$49.10M10.9%

Top 3 weight

89.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 32.35M

Sole

Full voting authority

32.35M

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)

Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares22.41M
TypeSH
Market value$250.28M
55.79%
Sole
22.41M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares77.97K
TypeSH
Market value$107.18M
23.89%
Sole
77.97K
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares5.65M
TypeSH
Market value$42.03M
9.37%
Sole
5.65M
Shared
0.00
None
0.00

VALE SA

SOLE
SPONSORED ADS
Shares2.77M
TypeSH
Market value$32.36M
7.21%
Sole
2.77M
Shared
0.00
None
0.00

RIO TINTO PLC

SOLE
SPONSORED ADR
Shares989.59K
TypeSH
Market value$12.25M
2.73%
Sole
989.59K
Shared
0.00
None
0.00

SUZANO S A

SOLE
SPON ADS
Shares450K
TypeSH
Market value$4.50M
1.00%
Sole
450K
Shared
0.00
None
0.00
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 13F Holdings — 6 Positions | Finecho