Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 3 US equity positions worth $266.3m in its Q1 2026 13F filing. The largest position was MELI at 60.5% of the reported book, followed by NU and SUZ.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q1 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | Consumer Cyclical | 60.5% | $161.1m | 93,184 | – | |
| 2 | NU NU HOLDINGS LTD | Financial Services | 29.8% | $79.3m | 5,517,125 | – | |
| 3 | SUZ SUZANO SA | Basic Materials | 9.7% | $25.9m | 2,589,234 | – |
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.