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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MELI | MERCADO LIBRE INC | $1852.74 | -0.57% | -21.62% | -0.28% | $161.1M | 55.26% | — | HELD |
| 2 | NU | NU HOLDINGS LTD | $14.11 | 0.50% | 16.51% | 89.22% | $79.3M | 27.19% | — | HELD |
| 3 | SUZ | SUZANO SA | $8.35 | 0.54% | -10.84% | -20.03% | $25.9M | 8.89% | — | HELD |
| 4 | EWZ | ISHARES INC | $35.77 | 0.85% | 41.11% | 46.00% | $25.3M | 8.66% | — | HELD |
Source: SEC EDGAR · accession 0000947871-26-000554. 13F discloses long positions only — shorts, foreign equities, and options are excluded.