DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

CIK 0001546790 · RIO DE JANEIRO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported 6 positions worth $244.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MELI (49.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$244.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MELI	MERCADO LIBRE INC	SH	$121.9M	49.91%	71,814	—	—
▸ 2	NU	NU HOLDINGS LTD	SH	$85.8M	35.12%	6,419,224	—	—
▸ 3	SUZ	SUZANO SA	SH	$19.9M	8.14%	2,561,542	—	—
▸ 4	GGB	GERDAU SA	SH	$8.5M	3.49%	2,109,474	—	—
▸ 5	PBR	PETROLEO BRASILEIRO SA	PUT	$7.1M	2.91%	2,050,000	—	—
▸ 6	EWZ	ISHARES INC	CALL	$1.1M	0.43%	1,000,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. hold as of Q2 2026?

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported 6 positions worth $244.2M in its Q2 2026 13F filing. Largest positions: MELI (49.9%), NU (35.1%), SUZ (8.1%), GGB (3.5%) and PBR (2.9%).

What did DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.