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 $280.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$280.77M
Total AUM (reported)
13.45M
Total Shares

Allocation by class

TOTAL AUM$280.77M6 positions
COM$204.43M72.8%
ORD SHS CL A$37.83M13.5%
MSCI BRAZIL ETF$16.68M5.9%
SPONSORED ADS$10.13M3.6%
SHS CL A$8.03M2.9%
SPON ADS$3.66M1.3%

Portfolio Concentration

Top 392.2%4–107.8%TOP 10100.0%0%100%
Top 3$258.94M92.2%
4–10$21.83M7.8%

Top 3 weight

92.2%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 13.45M

Sole

Full voting authority

13.45M

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
Shares78.22K
TypeSH
Market value$204.43M
72.81%
Sole
78.22K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares2.76M
TypeSH
Market value$37.83M
13.47%
Sole
2.76M
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares7.96M
TypeSH
Market value$16.68M
5.94%
Sole
7.96M
Shared
0.00
None
0.00

VALE SA

SOLE
SPONSORED ADS
Shares1.04M
TypeSH
Market value$10.13M
3.61%
Sole
1.04M
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares1.22M
TypeSH
Market value$8.03M
2.86%
Sole
1.22M
Shared
0.00
None
0.00

SUZANO SA

SOLE
SPON ADS
Shares389.23K
TypeSH
Market value$3.66M
1.30%
Sole
389.23K
Shared
0.00
None
0.00
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 13F Holdings — 6 Positions | Finecho