Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 5 US equity positions worth $158.1m in its Q3 2025 13F filing. The largest position was MELI at 85.1% of the reported book, followed by NU and VTEX. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 4 among the top 5 holdings.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 85.1% | $134.5m | 57,551 | -26% | reduced |
| 2 | NU NU HOLDINGS LTD | Financial Services | 7.4% | $11.7m | 729,715 | -74% | reduced |
| 3 | VTEX VTEX | Technology | 2.7% | $4.2m | 964,324 | -21% | reduced |
| 4 | VALE VALE SA | Basic Materials | 2.5% | $4.0m | 367,864 | -65% | reduced |
| 5 | SUZ SUZANO SA | Basic Materials | 2.3% | $3.7m | 389,234 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.