Institutional
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
CIK 0001546790
$291.6M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MELI | MERCADO LIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $161.1M | 55.26% | +12,643 | +15.7% |
| 2 | NU | NU HOLDINGS LTD | $11.97 | -1.24% | -1.48% | 61.32% | $79.3M | 27.19% | +4,806,348 | +676.2% |
| 3 | SUZ | SUZANO SA | $8.09 | -1.16% | -14.43% | -12.04% | $25.9M | 8.89% | +2,200,000 | +565.2% |
| 4 | EWZ | ISHARES INC | $34.01 | -2.21% | 29.36% | 33.02% | $25.3M | 8.66% | −2,901,200 | −37.2% |
| 5 | VTEX | VTEX | $3.64 | -2.41% | -45.51% | -85.53% | — | — | −201,070 | EXITED |
Source: SEC EDGAR · accession 0000947871-26-000554. 13F discloses long positions only — shorts, foreign equities, and options are excluded.