Latest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Stock Portfolio

$244Million | No. of Holdings #3

About DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported an equity portfolio of $244.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are MELI, NU, SUZ. The fund has invested 49.9% of it's portfolio in MERCADO LIBRE INC and 35.1% of portfolio in NU HOLDINGS LTD. <br><br> They significantly reduced their stock positions in MERCADO LIBRE INC (MELI) and SUZANO SA (SUZ). The fund showed a lot of confidence in some stocks as they added substantially to NU HOLDINGS LTD (NU).

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$244Million

as of Aug 14, 2026

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Annual Return Estimates Vs S&P 500

Performance

New Buys

Ticker	$ Bought
gerdau sa	8,522,280

New stocks bought by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Additions

Ticker	% Inc.
nu holdings ltd	16.35

Additions to existing portfolio by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Reductions

Ticker	% Reduced
mercado libre inc	-22.93
suzano sa	-1.07

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reduced stake in above stock

Sold off

None of the stocks were completely sold off by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Sector Distribution

Consumer Cyclical
Others

Sector	%
Consumer Cyclical	53.6
Others	46.4

Market Cap. Distribution

LARGE-CAP
UNALLOCATED

Category	%
LARGE-CAP	53.6
UNALLOCATED	46.4

Stocks belong to which Index?

Others

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
SUZ	suzano sa	-22.4 %
NU	nu holdings ltd	-6.6 %
MELI	mercado libre inc	-1.6 %

Top 5 Losers ($)		$
NU	nu holdings ltd	-6.0 M
SUZ	suzano sa	-5.8 M
MELI	mercado libre inc	-2.6 M

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.

$236.06MTotal Value

4.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
GGB Gerdau Sa Gerdau Sa GGB DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Gerdau Sa over time	3.49%	2,109,470	$8.52M 3.49%	new position

MELI Mercado Libre Inc Mercado Libre IncMELI DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Mercado Libre Inc over time	49.91%	71,814	$121.90M 49.91%	decreased 22.93 percentreduced

NU Nu Holdings Ltd Nu Holdings Ltd NU DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Nu Holdings Ltd over time	35.12%	6,419,220	$85.76M 35.12%	increased 16.35 percentadded

SUZ Suzano Sa Suzano Sa SUZ DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Suzano Sa over time	8.14%	2,561,540	$19.88M 8.14%	decreased 1.07 percentreduced