DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. — 13F Holdings

2026 Q2  ·  7 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. maintained a portfolio of 7 distinct positions. The most significant new addition was GERDAU SA, now representing 3.49% of the total fund value. They heavily accumulated shares in NU HOLDINGS LTD, increasing the position by 16.4%. The fund also reduced its exposure to ISHARES INC by 74.7%.
Position History hover any row below to update
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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Rio de Janeiro, RJ Hedge Fund / Asset Manager AUM $228M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q2
Top Holding
MELI (49.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MELI
MERCADO LIBRE I...
Consumer Cyclical 49.91% 55.26% #1
Prev: #1
6.0
—
-21,370 -22.9%
P
S
71,814 $121,896,365 2016 Q3 13F Filing 2026-06-30 2026-08-14
NU
NU HOLDINGS LTD
Financial Services 35.12% 27.19% #2
Prev: #2
7.5
—
902,099 16.4%
P
S
6,419,224 $85,760,833 2021 Q4 13F Filing 2026-06-30 2026-08-14
SUZ
SUZANO SA
Basic Materials 8.14% 8.89% #3
Prev: #3
4.8
—
-27,692 -1.1%
P
S
2,561,542 $19,877,566 2023 Q2 13F Filing 2026-06-30 2026-08-14
GGB
GERDAU SA
Preferred 3.49% — #4
Prev: #—
5.4
—
2,109,474 —
NEW
 2,109,474 $8,522,275 2012 Q4 13F Filing 2026-06-30 2026-08-14
PBR
PETROLEO BRASIL...
PUT
PUT Option 2.91% — #5
Prev: #—
5.2
—
2,050,000 —
NEW
 2,050,000 $7,096,280 2026 Q2 13F Filing 2026-06-30 2026-08-14
EWZ
ISHARES INC
CALL
CALL Option 0.43% 8.66% #6 2
Prev: #4
0.2
—
-2,951,900 -74.7%
P
S
1,000,000 $1,060,000 2025 Q2 13F Filing 2026-06-30 2026-08-14
EWZ
ISHARES INC
PUT
PUT Option 0.00% 0.01%
Sold All 😨
(Was: #5)
 0.0
—
-956,100 -100.0%
CLOSED
 — $— 2025 Q2 13F Filing 2026-06-30 2026-08-14
Showing 1-7 of 7 holdings

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