Dynamo Internacional Gestao DE Recursos Ltda. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Dynamo Internacional Gestao DE Recursos Ltda. disclosed 4 US equity positions worth $236.1m in its Q2 2026 13F filing. The largest position was MELI at 51.6% of the reported book, followed by NU and SUZ. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 2 among the top 4 holdings.
What did Dynamo Internacional Gestao DE Recursos Ltda. own in Q2 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.