Dynamo Internacional Gestao DE Recursos Ltda. reported 4 positions worth $236.06M for the quarter ended Jun 30, 2026, down 11.4% on the prior quarter. It opened 1 new position, added to 1, trimmed 2 and exited 0. Its largest holding is Mercadolibre Inc at 51.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GGB Gerdau S.A. | +2.11M | $8.52M | 3.61% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MELI Mercadolibre Inc | Technology | 71.8K | $121.90M | 51.64% | -21.4K | -22.9% | Reduced | 0.14% |
| 2 | NU Nu Holdings Ltd. | Financial Services | 6.42M | $85.76M | 36.33% | +902.1K | +16.4% | Added | 0.13% |
| 3 | SUZ Suzano S.A. | Basic Materials | 2.56M | $19.88M | 8.42% | -27.7K | -1.1% | Reduced | 0.21% |
| 4 | GGB Gerdau S.A. | Basic Materials | 2.11M | $8.52M | 3.61% | +2.11M | – | New | 0.11% |
Tip. Select a row to see that position’s full history at Dynamo Internacional Gestao De Recursos Ltda.
As of its Q2 2026 13F filing, Dynamo Internacional Gestao DE Recursos Ltda.’s five largest positions were Mercadolibre Inc (MELI) at 51.6%, Nu Holdings Ltd. (NU) at 36.3%, Suzano S.A. (SUZ) at 8.4%, Gerdau S.A. (GGB) at 3.6% of the reported portfolio.
Dynamo Internacional Gestao DE Recursos Ltda. reported a 13F portfolio worth $236.06M across 4 positions for Q2 2026. That is down 11.4% from the previous quarter.
Its largest purchases by value were Nu Holdings Ltd. ($12.05M), Gerdau S.A. ($8.52M). It opened 1 new positions.
Its largest sales by value were Mercadolibre Inc ($36.27M), Suzano S.A. ($214.89K). It exited 0 positions entirely.
From the Form 13F-HR reports Dynamo Internacional Gestao DE Recursos Ltda. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.