Filed: 2/14/2025ACC: 0000947871-25-000172
📋 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 $306.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$306.52M
Total AUM (reported)
21.50M
Total Shares
Allocation by class
COM$134.33M43.8%
ORD SHS CL A$97.51M31.8%
SPONSORED ADS$36.23M11.8%
SHS CL A$21.53M7.0%
SPONSORED ADR$12.84M4.2%
SPON ADS$4.07M1.3%
Portfolio Concentration
Top 3$268.07M87.5%
4–10$38.45M12.5%
Top 3 weight
87.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.50M
Sole
Full voting authority
21.50M
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:
MERCADO LIBRE INC
SOLEShares110.58K
TypeSH
Market value$134.33M
43.82%
Sole
110.58K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares12.28M
TypeSH
Market value$97.51M
31.81%
Sole
12.28M
Shared
0.00
None
0.00
VALE SA
SOLEShares4.08M
TypeSH
Market value$36.23M
11.82%
Sole
4.08M
Shared
0.00
None
0.00
VTEX
SOLEShares3.66M
TypeSH
Market value$21.53M
7.03%
Sole
3.66M
Shared
0.00
None
0.00
RIO TINTO PLC
SOLEShares963.50K
TypeSH
Market value$12.84M
4.19%
Sole
963.50K
Shared
0.00
None
0.00
SUZANO S A
SOLEShares402.12K
TypeSH
Market value$4.07M
1.33%
Sole
402.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADO LIBRE INCSOLE | COM | 110.58K | SH | $134.33M 43.82% | 110.58K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 12.28M | SH | $97.51M 31.81% | 12.28M | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 4.08M | SH | $36.23M 11.82% | 4.08M | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 3.66M | SH | $21.53M 7.03% | 3.66M | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 963.50K | SH | $12.84M 4.19% | 963.50K | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 402.12K | SH | $4.07M 1.33% | 402.12K | 0.00 | 0.00 |