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 $306.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$306.70M
Total AUM (reported)
16.86M
Total Shares

Allocation by class

TOTAL AUM$306.70M6 positions
COM$163.46M53.3%
ORD SHS CL A$97.12M31.7%
SPONSORED ADS$25.41M8.3%
SPONSORED ADR$9.50M3.1%
SHS CL A$7.60M2.5%
SPON ADS$3.62M1.2%

Portfolio Concentration

Top 393.2%4–106.8%TOP 10100.0%0%100%
Top 3$285.99M93.2%
4–10$20.71M6.8%

Top 3 weight

93.2%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 16.86M

Sole

Full voting authority

16.86M

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

SOLE
COM
Shares106.22K
TypeSH
Market value$163.46M
53.29%
Sole
106.22K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares11.42M
TypeSH
Market value$97.12M
31.67%
Sole
11.42M
Shared
0.00
None
0.00

VALE SA

SOLE
SPONSORED ADS
Shares2.55M
TypeSH
Market value$25.41M
8.28%
Sole
2.55M
Shared
0.00
None
0.00

RIO TINTO PLC

SOLE
SPONSORED ADR
Shares904.06K
TypeSH
Market value$9.50M
3.10%
Sole
904.06K
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares1.50M
TypeSH
Market value$7.60M
2.48%
Sole
1.50M
Shared
0.00
None
0.00

SUZANO S A

SOLE
SPON ADS
Shares389.23K
TypeSH
Market value$3.62M
1.18%
Sole
389.23K
Shared
0.00
None
0.00
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 13F Holdings — 6 Positions | Finecho