Basic Stats
Portfolio Value $ 280,766,273
Current Positions 6
Latest Holdings, Performance, AUM (from 13F, 13D)

Dynamo Internacional Gestao De Recursos Ltda. has disclosed 6 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 280,766,273 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Dynamo Internacional Gestao De Recursos Ltda.’s top holdings are MercadoLibre, Inc. (US:MELI) , Nu Holdings Ltd. (US:NU) , iShares, Inc. - iShares MSCI Brazil ETF (US:EWZ) , Vale S.A. - Depositary Receipt (Common Stock) (US:VALE) , and VTEX (US:VTEX) . Dynamo Internacional Gestao De Recursos Ltda.’s new positions include iShares, Inc. - iShares MSCI Brazil ETF (US:EWZ) , . Dynamo Internacional Gestao De Recursos Ltda.’s top industries are "Business Services" (sic 73) , "Miscellaneous Retail " (sic 59) , and "Communications" (sic 48) .

Dynamo Internacional Gestao De Recursos Ltda. - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.08 204.43 71.9982 20.5925
7.96 16.68 5.9411 5.9411
1.22 8.03 2.8288 0.3521
0.39 3.66 1.2900 0.1110
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
2.76 37.83 13.3220 -17.1222
1.04 10.13 3.5692 -4.7154
0.00 0.00 -1.8891
0.00 0.00 -1.2224
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-02-14 13G/A VTEX / VTEX 5,648,948 3,655,982 -35.28 4.70 -34.72
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
MELI / MercadoLibre, Inc. 0.08 -3.22 204.43 29.66 71.9982 20.5925
NU / Nu Holdings Ltd. 2.76 -69.76 37.83 -59.49 13.3220 -17.1222
EWZ / iShares, Inc. - iShares MSCI Brazil ETF Call 7.96 16.68 5.9411 5.9411
VALE / Vale S.A. - Depositary Receipt (Common Stock) 1.04 -59.01 10.13 -60.11 3.5692 -4.7154
VTEX / VTEX 1.22 -18.77 8.03 5.74 2.8288 0.3521
SUZ / Suzano S.A. - Depositary Receipt (Common Stock) 0.39 0.00 3.66 1.30 1.2900 0.1110
MELI / MercadoLibre, Inc. Call 0.00 -100.00 0.00 -100.00 -1.8891
RIO / Rio Tinto Group - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
NU / Nu Holdings Ltd. Put 0.00 -100.00 0.00 -100.00 -1.2224
RIO / Rio Tinto Group - Depositary Receipt (Common Stock) Put 0.00 -100.00 0.00 0.0000