DOSSIER · 13F-HR · Q1 2026

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holding co. based in Greenwich, CT $292M in tracked AUM across 7 positions as of Q1 2026.

DI
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.·Greenwich, CT·Holding Co.
CIK 0001546790 · last filed Mar 31, 2026
Total AUM
$292M
19.3%
vs prior
Holdings
7
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Dynamo Internacional Gestao de Recursos Ltda. presents a highly concentrated, high-conviction portfolio as of the reporting period September 30, 2025. The firm manages approximately $157.54 million across just five holdings, indicating a strategy that prioritizes selectivity over broad diversification. The portfolio underwent a significant reduction in total value, decreasing by 43.9% from $280.77 million in the previous quarter. This substantial decrease in assets under ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MELI
MERCADO LIBRE INC
$161M93K55.3%
02
G6683N103
NU HOLDINGS LTD
$79M5.5M27.2%
03
SUZ
SUZANO SA
$26M2.6M8.9%
04
EWZ
ISHARES INC
$25M4.9M8.7%

Filing history

Filing history loading…