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 $186.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$186.10M
Total AUM (reported)
11.54M
Total Shares

Allocation by class

TOTAL AUM$186.10M6 positions
COM$137.97M74.1%
MSCI BRAZIL ETF$24.57M13.2%
ORD SHS CL A$11.68M6.3%
SHS CL A$4.22M2.3%
SPONSORED ADS$4.00M2.1%
SPON ADS$3.66M2.0%

Portfolio Concentration

Top 393.6%4–106.4%TOP 10100.0%0%100%
Top 3$174.22M93.6%
4–10$11.88M6.4%

Top 3 weight

93.6%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 11.54M

Sole

Full voting authority

11.54M

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
Shares85.05K
TypeSH
Market value$137.97M
74.14%
Sole
85.05K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares9M
TypeSH
Market value$24.57M
13.20%
Sole
9M
Shared
0.00
None
0.00

NU HOLDINGS LTD

SOLE
ORD SHS CL A
Shares729.72K
TypeSH
Market value$11.68M
6.28%
Sole
729.72K
Shared
0.00
None
0.00

VTEX

SOLE
SHS CL A
Shares964.32K
TypeSH
Market value$4.22M
2.27%
Sole
964.32K
Shared
0.00
None
0.00

VALE SA

SOLE
SPONSORED ADS
Shares367.86K
TypeSH
Market value$4.00M
2.15%
Sole
367.86K
Shared
0.00
None
0.00

SUZANO SA

SOLE
SPON ADS
Shares389.23K
TypeSH
Market value$3.66M
1.97%
Sole
389.23K
Shared
0.00
None
0.00
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 13F Holdings — 6 Positions | Finecho