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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 $244.21 million in total holdings as of June 30, 2026.
  • 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 11.33% of the portfolio was purchased this quarter.
  • About 16.64% of the portfolio was sold this quarter.
  • This quarter, Dynamo Internacional Gestao De Recursos Ltda. has purchased 4 new stocks and bought additional shares in 1 stock.
  • Dynamo Internacional Gestao De Recursos Ltda. sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

MercadoLibre
$121,896,365
NU
$85,760,833
Suzano
$19,877,566
Gerdau
$8,522,275

Largest New Holdings this Quarter

373737105 - Gerdau
$8,522,275 Holding
71654V408 - Petroleo Brasileiro S.A.- Petrobras
$7,096,280 Holding

Largest Purchases this Quarter

NU
902,099 shares (about $12.05M)
Gerdau
2,109,474 shares (about $8.52M)
Petroleo Brasileiro S.A.- Petrobras
2,050,000 shares (about $7.10M)

Largest Sales this Quarter

MercadoLibre
21,370 shares (about $36.27M)
iShares MSCI Brazil ETF
3,908,000 shares (about $4.14M)
Suzano
27,692 shares (about $214.89K)

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
$121,896,365$36,273,224 â–¼-22.9%71,81449.9%Consumer Discretionary
Nu Holdings Ltd. stock logo
NU
NU
$85,760,833$12,052,043 â–²16.4%6,419,22435.1%Finance
Suzano S.A. Sponsored ADR stock logo
SUZ
Suzano
$19,877,566$214,890 â–¼-1.1%2,561,5428.1%Materials
Gerdau S.A. stock logo
GGB
Gerdau
$8,522,275$8,522,275 â–²New Holding2,109,4743.5%Materials
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$7,096,280$7,096,280 â–²New Holding2,050,0002.9%Energy
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$1,060,000$4,142,480 â–¼-79.6%1,000,0000.4%ETF

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