Grufity logo
Grufity logo

Latest DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Stock Portfolio

$291Million | No. of Holdings #3

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Performance

2026 Q1-9.30%
YTD-9.30%
2025+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. <br><br> 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. <br><br> 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
$291Million
  as of May 15, 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

No new stocks were added by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Additions

Ticker% Inc.
nu holdings ltd676
suzano sa565
mercado libre inc73.72
Additions to existing portfolio by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Reductions

None of the existing positions were reduced by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

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 Cyclical60.5
Others39.5

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-CAP60.5
UNALLOCATED39.5

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%
Others100
Top 5 Winners (%)%
SUZ
suzano sa
4.0 %
Top 5 Winners ($)$
SUZ
suzano sa
1.0 M
Top 5 Losers (%)%
MELI
mercado libre inc
-11.5 %
NU
nu holdings ltd
-8.5 %
Top 5 Losers ($)$
MELI
mercado libre inc
-20.9 M
NU
nu holdings ltd
-7.4 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.

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.

$266.32MTotal Value
4.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA., last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
NU
Nu Holdings Ltd

Nu Holdings Ltd

NU
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Nu Holdings Ltd over time
27.19%5,517,120
$79.28M
27.19%
increased 676.21 percentadded
SUZ
Suzano Sa

Suzano Sa

SUZ
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Suzano Sa over time
8.89%2,589,230
$25.92M
8.89%
increased 565.21 percentadded
VTEX
Vtex

Vtex

VTEX
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding in Vtex over time
0%0.00
$0.00
0%
decreased 100 percentsold off