Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 4 US equity positions worth $124.3m in its Q4 2025 13F filing. The largest position was MELI at 86.9% of the reported book, followed by NU and SUZ. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 4 holdings.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q4 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 86.9% | $108.0m | 53,641 | -7% | reduced |
| 2 | NU NU HOLDINGS LTD | Financial Services | 9.6% | $11.9m | 710,777 | -3% | reduced |
| 3 | SUZ SUZANO SA | Basic Materials | 2.9% | $3.6m | 389,234 | 0% | held |
| 4 | VTEX VTEX | Technology | 0.6% | $756.0k | 201,070 | -79% | reduced |
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.