Dynamo Internacional Gestao De Recursos Ltda. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Dynamo Internacional Gestao De Recursos Ltda. disclosed 4 stock positions valued at approximately $236.06M as of quarter-end June 30, 2026. The largest holdings include MERCADO LIBRE INC, NU HOLDINGS LTD, and SUZANO SA.
- Report Period
- June 30, 2026
- No. of Stocks
- 4
- Portfolio Value
- $236.06M
Holdings by Sector
Dynamo Internacional Gestao De Recursos Ltda. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MERCADO LIBRE INC | MELI | Consumer Cyclical | 51.64% | 71,814 | -21,370 | -22.93% | $121,896,365 |
| NU HOLDINGS LTD | NU | Financial Services | 36.33% | 6,419,224 | +902,099 | +16.35% | $85,760,833 |
| SUZANO SA | SUZ | Basic Materials | 8.42% | 2,561,542 | -27,692 | -1.07% | $19,877,566 |
| GERDAU SA | GGB | Basic Materials | 3.61% | 2,109,474 | +2,109,474 | +100.00% | $8,522,275 |
Showing 4 of 4 holdings in the latest reporting period.
Dynamo Internacional Gestao De Recursos Ltda. Options Holdings in Q2 2026
Showing 2 of 2 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.