Q1 2026 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2026-05-15 · accession 0000947871-26-000554
$291.6M
Reported value
5
Positions
2026-03-31
Period end
The Brief · DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. · Q1 2026
AI · grounded in 13F
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. closed its entire position in VTEX, reducing exposure by $756,023. The fund significantly increased its holdings in NU and SUZ, raising share counts by 676.21% and 565.21% respectively. Additionally, the fund accumulated more shares of MELI by 15.70% while trimming its position in EWZ by 37.15%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADO LIBRE INC | $161.1M | 55.3% | 93,184 | Common | SOLE |
| G6683N103 | NU | NU HOLDINGS LTD | $79.3M | 27.2% | 5,517,125 | Common | SOLE |
| 86959K105 | SUZ | SUZANO SA | $25.9M | 8.89% | 2,589,234 | Common | SOLE |
| 464286400 | EWZ | ISHARES INC | $25.2M | 8.66% | 3,951,900 | CALL | SOLE |
| 464286400 | EWZ | ISHARES INC | $19,122 | 0.01% | 956,100 | PUT | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.