13F holdings · Q2 2026

Dynamo Internacional Gestao DE Recursos Ltda.

Rio DE Janeiro, D5 · files as Dynamo Internacional Gestao DE Recursos Ltda.

Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1546790

Dynamo Internacional Gestao DE Recursos Ltda. reported 4 stocks worth $236M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MELI (51.6%), NU (36.3%) and SUZ (8.4%). Compared with Q1 2026, the fund opened new positions in GGB, added to NU and trimmed MELI and SUZ.

Reported value$236M−11.4% vs last quarter · $244M including options

Stocks held41 new · 0 sold out

Top 5 weight100.0%very concentrated

Turnover24%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Held
1	MELI Mercadolibre Inc	$122M	51.6%	72K	−21K (−23%)	8 of 8
2	NU NU Hldgs Ltd	$85.8M	36.3%	6.4M	+902K (+16%)	8 of 8
3	SUZ Suzano S A	$19.9M	8.4%	2.6M	−28K (−1%)	8 of 8
4	GGB Gerdau SA	$8.5M	3.6%	2.1M	New position	1 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Options

valued at the underlying shares

Stock	Type	Value	Shares	Change
PBR Petroleo Brasileiro SA Petro	Put	$7.1M	2M	+2,050,000
EWZ Ishares Inc	Call	$1.1M	1M	−2,951,900

Reported value

last 8 quarters

$417MQ3 '24

$291MQ4 '24

$295MQ1 '25

$264MQ2 '25

$158MQ3 '25

$124MQ4 '25

$266MQ1 '26

$236MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Aug 14, 2026	13F-HR	Q2 2026	SEC filing ↗

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Dynamo Internacional Gestao DE Recursos Ltda. 13F FAQ

What does Dynamo Internacional Gestao DE Recursos Ltda. own?

Dynamo Internacional Gestao DE Recursos Ltda. reported 4 stocks worth $236M in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).

What did Dynamo Internacional Gestao DE Recursos Ltda. buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 1 added to, 2 trimmed and 0 sold out. New positions include GGB.

When will Dynamo Internacional Gestao DE Recursos Ltda. file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Dynamo Internacional Gestao DE Recursos Ltda.'s portfolio worth?

The Q2 2026 filing reports $236M in US stocks ($244M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.