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Dynamo Internacional Gestao De Recursos Ltda. Top Holdings and 13F Report (2025)

About Dynamo Internacional Gestao De Recursos Ltda.

Investment Activity

  • Dynamo Internacional Gestao De Recursos Ltda. has $280.77 million in total holdings as of June 30, 2025.
  • Dynamo Internacional Gestao De Recursos Ltda. owns shares of 6 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 5.94% of the portfolio was purchased this quarter.
  • About 77.63% of the portfolio was sold this quarter.
  • This quarter, Dynamo Internacional Gestao De Recursos Ltda. has purchased 6 new stocks and bought additional shares in 0 stocks.
  • Dynamo Internacional Gestao De Recursos Ltda. sold shares of 4 stocks and completely divested from 1 stock this quarter.

Largest Holdings

MercadoLibre
$204,430,298
NU
$37,826,246
Vale
$10,134,405
VTEX
$8,031,982

Largest New Holdings this Quarter

464286400 - iShares MSCI Brazil ETF
$16,680,650 Holding

Largest Purchases this Quarter

iShares MSCI Brazil ETF
7,960,000 shares (about $16.68M)

Largest Sales this Quarter

NU
8,661,400 shares (about $118.83M)
MercadoLibre
27,999 shares (about $73.18M)
Vale
1,502,282 shares (about $14.59M)
VTEX
281,254 shares (about $1.86M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDynamo Internacional Gestao De Recursos Ltda.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$204,430,298$73,179,026 -26.4%78,21772.8%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$37,826,246$118,834,409 -75.9%2,757,01513.5%Finance
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$16,680,650$16,680,650 New Holding7,960,0005.9%ETF
Vale S.A. stock logo
VALE
Vale
$10,134,405$14,587,159 -59.0%1,043,7083.6%Basic Materials
VTEX stock logo
VTEX
VTEX
$8,031,982$1,856,276 -18.8%1,216,9672.9%Computer and Technology
Suzano S.A. Sponsored ADR stock logo
SUZ
Suzano
$3,662,6920.0%389,2341.3%Basic Materials
Rio Tinto PLC stock logo
RIO
Rio Tinto
$0$9,502,777 -100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data