Dynamo Internacional Gestao DE Recursos Ltda.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1546790) · Explore on the interactive board
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 4 US equity positions worth $236.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MELI at 51.6% of the reported book, followed by NU, SUZ. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 1 new position, added to 1, reduced 2 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Dynamo Internacional Gestao DE Recursos Ltda. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 1 added, 2 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 51.6% | $121.9m | 71,814 | -23% | reduced |
| 2 | NU NU HOLDINGS LTD | Financial Services | 36.3% | $85.8m | 6,419,224 | 16% | added |
| 3 | SUZ SUZANO SA | Basic Materials | 8.4% | $19.9m | 2,561,542 | -1% | reduced |
| 4 | GGB GERDAU SA | Basic Materials | 3.6% | $8.5m | 2,109,474 | – | new |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Cyclical | 51.6% |
| Financial Services | 36.3% |
| Basic Materials | 12.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Dynamo Internacional Gestao DE Recursos Ltda.'s portfolio?
Across every quarter Dynamo Internacional Gestao DE Recursos Ltda. has filed, its median largest position is 56.1% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).