Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 6 US equity positions worth $295.3m in its Q1 2025 13F filing. The largest position was MELI at 53.4% of the reported book, followed by NU and VALE. Against the Q4 2024 filing, it opened 0 new positions, added to 2 and reduced 4 among the top 6 holdings.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q1 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 53.4% | $157.7m | 80,816 | 5% | added |
| 2 | NU NU HLDGS LTD | Financial Services | 31.6% | $93.4m | 9,118,415 | -3% | reduced |
| 3 | VALE VALE SA | Basic Materials | 8.6% | $25.4m | 2,545,990 | -38% | reduced |
| 4 | RIO RIO TINTO PLC | Basic Materials | 2.6% | $7.6m | 126,459 | 401% | added |
| 5 | VTEX VTEX | Technology | 2.6% | $7.6m | 1,498,221 | -59% | reduced |
| 6 | SUZ SUZANO S A | Basic Materials | 1.2% | $3.6m | 389,234 | -3% | reduced |
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.