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Dynamo Internacional Gestao De Recursos Ltda. Top Holdings and 13F Report (2026)

About Dynamo Internacional Gestao De Recursos Ltda.

Investment Activity

  • Dynamo Internacional Gestao De Recursos Ltda. has $291.57 million in total holdings as of March 31, 2026.
  • Dynamo Internacional Gestao De Recursos Ltda. owns shares of 4 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 38.74% of the portfolio was purchased this quarter.
  • About 5.38% of the portfolio was sold this quarter.
  • This quarter, Dynamo Internacional Gestao De Recursos Ltda. has purchased 5 new stocks and bought additional shares in 3 stocks.
  • Dynamo Internacional Gestao De Recursos Ltda. sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

MercadoLibre
$161,117,000
NU
$79,281,086
Suzano
$25,918,232

Largest Purchases this Quarter

NU
4,806,348 shares (about $69.07M)
Suzano
2,200,000 shares (about $22.02M)
MercadoLibre
12,643 shares (about $21.86M)

Largest Sales this Quarter

iShares MSCI Brazil ETF
2,901,200 shares (about $14.93M)

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
$161,117,000$21,860,000 â–²15.7%93,18455.3%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$79,281,086$69,067,221 â–²676.2%5,517,12527.2%Finance
Suzano S.A. Sponsored ADR stock logo
SUZ
Suzano
$25,918,232$22,022,000 â–²565.2%2,589,2348.9%Basic Materials
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$25,258,560$14,930,753 â–¼-37.2%4,908,0008.7%ETF
VTEX stock logo
VTEX
VTEX
$0$756,023 â–¼-100.0%00.0%Computer and Technology

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