Latest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Stock Portfolio
$291Million– No. of Holdings #3
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Performance:
2026 Q1: -9.3%YTD: -9.3%2025: 11.42%
Performance for 2026 Q1 is -9.3%, and YTD is -9.3%, and 2025 is 11.42%.
About DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported an equity portfolio of $291.6 Millions as of 31 Mar, 2026.
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are MELI, NU, SUZ. The fund has invested 55.3% of it's portfolio in MERCADO LIBRE INC and 27.2% of portfolio in NU HOLDINGS LTD.
The fund managers got completely rid off VTEX (VTEX) stocks. The fund showed a lot of confidence in some stocks as they added substantially to NU HOLDINGS LTD (NU), SUZANO SA (SUZ) and MERCADO LIBRE INC (MELI).
The top stock holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. are MELI, NU, SUZ. The fund has invested 55.3% of it's portfolio in MERCADO LIBRE INC and 27.2% of portfolio in NU HOLDINGS LTD.
The fund managers got completely rid off VTEX (VTEX) stocks. The fund showed a lot of confidence in some stocks as they added substantially to NU HOLDINGS LTD (NU), SUZANO SA (SUZ) and MERCADO LIBRE INC (MELI).
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Equity Portfolio Value
Last Reported on: 15 May, 2026
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Annual Return Estimates Vs S&P 500
Our best estimate is that DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. made a return of -9.3% in the last quarter. In trailing 12 months, it's portfolio return was -5.14%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| nu holdings ltd | 676 |
| suzano sa | 565 |
| mercado libre inc | 73.72 |
Additions to existing portfolio by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| vtex | -756,023 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. got rid off the above stocks
Sector Distribution
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. has about 60.5% of it's holdings in Consumer Cyclical sector.
- Consumer Cyclical
- Others
| Sector | % |
|---|---|
| Consumer Cyclical | 60.5 |
| Others | 39.5 |
Market Cap. Distribution
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. has about 60.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 60.5 |
| UNALLOCATED | 39.5 |
Stocks belong to which Index?
About 0% of the stocks held by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| 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.
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. has 3 stocks in it's portfolio. MELI proved to be the most loss making stock for the portfolio. SUZ was the most profitable stock for DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MELI | mercado libre inc | 55.26 | 93,184 | 161,117,000 | added | 73.72 | ||
| NU | nu holdings ltd | 27.19 | 5,517,120 | 79,281,100 | added | 676 | ||
| SUZ | suzano sa | 8.89 | 2,589,230 | 25,918,200 | added | 565 | ||
| VTEX | vtex | 0.00 | 0.00 | 0.00 | sold off | -100 | ||