DI

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

13F
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Last update 2025-05-30 9 Stocks (0 new)
Value $307.00 Mil Turnover 3 %
Countries:
Top Holdings: MELI(51.41%)NU(30.44%)VALE(8.28%)RIO(2.48%)VTEX(2.48%)
Summary Stock Picks Current Portfolio
DYNAMO INTERNACIONAL GESTAO DE... Top Holdings of 2025-03-31 View Full List
Ticker
MELI
NU
VALE
RIO
VTEX
MELI CALL
NU PUT
SUZ
RIO PUT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MELI 		MercadoLibre Inc
80,816
157,661.5
+5.39%
51.410
+2.63%
0.160
+21.86%
+44.00%
124,137.6
Retail - Cyclical
NU 		Nu Holdings Ltd
9,118,415
93,372.6
-3.09%
30.440
-1.00%
0.190
+10.27%
+15.06%
57,506.9
Banks
VALE 		Vale SA
2,545,990
25,409.0
-37.67%
8.280
-4.54%
0.060
+0.55%
+12.23%
40,663.1
Metals & Mining
RIO 		Rio Tinto PLC
126,459
7,597.7
+400.89%
2.480
+1.98%
0.010
-4.81%
+4.53%
95,720.1
Metals & Mining
VTEX 		Vtex
1,498,221
7,596.0
-59.02%
2.480
-4.23%
0.820
+41.81%
+11.71%
1,199.6
Software
MELI CALL 		MercadoLibre Inc
25,400
5,793.7
0%
1.890
0%
0.050
+21.86%
+44.00%
124,137.6
Retail - Cyclical
NU PUT 		Nu Holdings Ltd
2,300,000
3,749.0
0%
1.220
0%
0.050
+10.27%
+15.06%
57,506.9
Banks
SUZ 		Suzano SA
389,234
3,616.0
-3.20%
1.180
-0.04%
0.030
+0.31%
-4.94%
11,887.0
Forest Products
RIO PUT 		Rio Tinto PLC
777,600
1,905.1
0%
0.620
0%
0.050
-4.81%
+4.53%
95,720.1
Metals & Mining

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Historical Top Holdings Breakdowns

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VALE 		Vale SA2025-03-31Reduce
-4.54%
â—Ź
8.5 ($9.45) 10.19
$9.58
1.38%
Reduce -37.67%
2,545,990
-1,538,822
VTEX 		Vtex2025-03-31Reduce
-4.23%
â—Ź
4.33 ($5.68) 6.77
$6.58
15.85%
Reduce -59.02%
1,498,221
-2,157,761
MELI 		MercadoLibre Inc2025-03-31Add
+2.63%
â—Ź
1739 ($1984.94) 2260
$2,448.60
23.36%
Add 5.39%
80,816
4,132
RIO 		Rio Tinto PLC2025-03-31Add
+1.98%
â—Ź
58.19 ($61.56) 64.29
$59.31
-3.65%
Add 400.89%
126,459
101,212
NU 		Nu Holdings Ltd2025-03-31Reduce
-1.00%
â—Ź
10.12 ($11.82) 13.95
$11.92
0.85%
Reduce -3.09%
9,118,415
-290,810
SUZ 		Suzano SA2025-03-31Reduce
-0.04%
â—Ź
9.26 ($10) 10.85
$9.62
-3.80%
Reduce -3.2%
389,234
-12,885
NU 		Nu Holdings Ltd2024-12-31Reduce
-26.85%
â—Ź
10.24 ($13.3) 15.89
$11.92
-10.38%
Reduce -47.84%
9,409,225
-8,629,168
MELI 		MercadoLibre Inc2024-12-31Add
+18.46%
â—Ź
1666 ($1945.36) 2117.3
$2,448.60
25.87%
Add 74%
76,684
32,613
VALE 		Vale SA2024-12-31Add
+3.88%
â—Ź
8.74 ($10.15) 11.78
$9.58
-5.62%
Add 47.46%
4,084,812
1,314,675
VTEX 		Vtex2024-12-31Reduce
-3.38%
â—Ź
5.68 ($6.54) 7.45
$6.58
0.61%
Reduce -35.28%
3,655,982
-1,992,966

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Total Holding History ($B)

To

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Asset Allocation

To

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Hypothetical Growth since 2025-03-31

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Yearly Returns

Year Portfolio % % Excess Gain %

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings Heat Map

Size field:

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings Bubble Chart

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. News

  • 1

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