DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
CIK 1546790 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- NU42.28%
- MELI16.61%
- 63884N1088.19%
- VTEX7.88%
- VALE4.43%
- RIO3.87%
- RYAAY2.44%
- APPF2.16%
- LIN2.02%
- GE1.82%
Share classes counted separately91.70%
Portfolio value by quarter
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $237.04M | 42.28% | 28.46M shares | — | ↗▾ | |
| 02 | MELIMERCADOLIBRE INC View history and evidence | $93.14M | 16.61% | 59.27K shares | — | ↗▾ | |
| 03 | 63884N108NATURA &CO HOLDING S AADS View history and evidence | $45.89M | 8.19% | 6.71M shares | — | ↗▾ | |
| 04 | VTEXVTEX -CLASS ASHS CL A View history and evidence | $44.16M | 7.88% | 6.42M shares | — | ↗▾ | |
| 05 | VALEVALE SA-SP ADRSPONSORED ADS View history and evidence | $24.83M | 4.43% | 1.57M shares | — | ↗▾ | |
| 06 | RIORIO TINTO PLC-SPON ADRSPONSORED ADR View history and evidence | $21.68M | 3.87% | 291.18K shares | — | ↗▾ | |
| 07 | RYAAYRYANAIR HOLDINGS PLC-SP ADRSPONSORED ADS View history and evidence | $13.67M | 2.44% | 102.49K shares | — | ↗▾ | |
| 08 | APPFAPPFOLIO INC - ACOM CL A View history and evidence | $12.09M | 2.16% | 69.77K shares | — | ↗▾ | |
| 09 | LINLINDE PLCSHS View history and evidence | $11.35M | 2.02% | 27.64K shares | — | ↗▾ | |
| 10 | GEGENERAL ELECTRICCOM NEW View history and evidence | $10.19M | 1.82% | 79.87K shares | — | ↗▾ |
Options overlay 4
$169.27M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
RIORIO TINTO PLC-SPON ADRSPONSORED ADR View history and evidence | Put | 1.08M | $80.42M | ▾ | |
MELIMERCADOLIBRE INC View history and evidence | Call | 48.30K | $75.91M | ▾ | |
NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | Call | 1.55M | $12.94M | ▾ |
3 / 4 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Put | — | — | SEC filing ↗ | |
| IWM ISHARES RUSSELL 2000 ETF | Put | — | — | SEC filing ↗ | |
| SPY SS SPDR S&P 500 ETF TRUST-US | Put | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1546790 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 729885973
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.