Latest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Stock Portfolio
About DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported an equity portfolio of $186.1 Millions as of 30 Sep, 2025.
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are MELI, NU, . The fund has invested 72.3% of it's portfolio in MERCADO LIBRE INC and 6.3% of portfolio in NU HOLDINGS LTD.
They significantly reduced their stock positions in NU HOLDINGS LTD (NU), VALE SA (VALE) and MERCADO LIBRE INC (MELI).
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are MELI, NU, . The fund has invested 72.3% of it's portfolio in MERCADO LIBRE INC and 6.3% of portfolio in NU HOLDINGS LTD.
They significantly reduced their stock positions in NU HOLDINGS LTD (NU), VALE SA (VALE) and MERCADO LIBRE INC (MELI).
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| nu holdings ltd | -73.53 |
| vale sa | -64.75 |
| mercado libre inc | -26.42 |
| vtex | -20.76 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Consumer Cyclical | 85.1 |
| Others | 14.9 |
Market Cap. Distribution
| Category | % |
|---|---|
| LARGE-CAP | 85.1 |
| UNALLOCATED | 14.9 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MELI | mercado libre inc | 72.27 | 57,551 | 134,493,000 | reduced | -26.42 | ||
| NU | nu holdings ltd | 6.28 | 729,715 | 11,682,700 | reduced | -73.53 | ||
| SUZ | suzano sa | 1.97 | 389,234 | 3,658,800 | unchanged | 0.00 | ||
| VALE | vale sa | 2.15 | 367,864 | 3,995,000 | reduced | -64.75 | ||
| vtex | 2.27 | 964,324 | 4,223,740 | reduced | -20.76 | |||