Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 6 US equity positions worth $291.2m in its Q4 2024 13F filing. The largest position was MELI at 44.8% of the reported book, followed by NU and VALE. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 3 among the top 6 holdings.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q4 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 44.8% | $130.4m | 76,684 | 74% | added |
| 2 | NU NU HLDGS LTD | Financial Services | 33.5% | $97.5m | 9,409,225 | -48% | reduced |
| 3 | VALE VALE SA | Basic Materials | 12.4% | $36.2m | 4,084,812 | 47% | added |
| 4 | VTEX VTEX | Technology | 7.4% | $21.5m | 3,655,982 | -35% | reduced |
| 5 | SUZ SUZANO S A | Basic Materials | 1.4% | $4.1m | 402,119 | -11% | reduced |
| 6 | RIO RIO TINTO PLC | Basic Materials | 0.5% | $1.5m | 25,247 | 57% | added |
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.