Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 5 US equity positions worth $264.1m in its Q2 2025 13F filing. The largest position was MELI at 77.4% of the reported book, followed by NU and VALE. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 4 among the top 5 holdings.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q2 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 77.4% | $204.4m | 78,217 | -3% | reduced |
| 2 | NU NU HLDGS LTD | Financial Services | 14.3% | $37.8m | 2,757,015 | -70% | reduced |
| 3 | VALE VALE SA | Basic Materials | 3.8% | $10.1m | 1,043,708 | -59% | reduced |
| 4 | VTEX VTEX | Technology | 3.0% | $8.0m | 1,216,967 | -19% | reduced |
| 5 | SUZ SUZANO SA | Basic Materials | 1.4% | $3.7m | 389,234 | 0% | held |
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.