Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 6 US equity positions worth $416.7m in its Q3 2024 13F filing. The largest position was NU at 59.1% of the reported book, followed by MELI and VTEX.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q3 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NU NU HLDGS LTD | Financial Services | 59.1% | $246.2m | 18,038,393 | – | |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 21.7% | $90.4m | 44,071 | – | |
| 3 | VTEX VTEX | Technology | 10.1% | $42.0m | 5,648,948 | – | |
| 4 | VALE VALE SA | Basic Materials | 7.8% | $32.4m | 2,770,137 | – | |
| 5 | SUZ SUZANO S A | Basic Materials | 1.1% | $4.5m | 450,000 | – | |
| 6 | RIO RIO TINTO PLC | Basic Materials | 0.3% | $1.1m | 16,042 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.