Dynamo Internacional Gestao DE Recursos Ltda. 13F Holdings · Q2 2026
Dynamo Internacional Gestao DE Recursos Ltda. reported 4 securities worth $244.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MELI (49.91%), NU (35.12%), SUZ (8.14%). Among its top 25 positions this quarter: 2 new, 1 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADO LIBRE INC | $121.9M | 49.91% | 71,814 | Trimmed |
| 2 | NU | NU HOLDINGS LTD | $85.8M | 35.12% | 6.4M | Added |
| 3 | SUZ | SUZANO SA | $19.9M | 8.14% | 2.6M | Trimmed |
| 4 | GGB | GERDAU SA | $8.5M | 3.49% | 2.1M | New |
| 5 | PBR | PETROLEO BRASILEIRO SA | $7.1M | 2.91% | 2.0M | New |
| 6 | EWZ | ISHARES INC | $1.1M | 0.43% | 1.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR