Dynamo Internacional Gestao de Recursos Ltda.
Net seller this quarter
$244M
4
-$15.9M
96.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MELI | $122M | 49.91% | 0.14% | -22.9% | Q3 2016 |
 NU | $85.8M | 35.12% | Not reported | +16.4% | Q4 2021 |
 SUZ | $19.9M | 8.14% | 0.20% | -1.1% | Q2 2023 |
 GGB | $8.52M | 3.49% | 0.29% | Not reported | Q2 2013 |
| Q1 2026 | |||||
| MELI | $161M | 55.26% | 0.18% | +73.7% | Q3 2016 |
| NU | $79.3M | 27.19% | Not reported | +676.2% | Q4 2021 |
| SUZ | $25.9M | 8.89% | 0.20% | +565.2% | Q2 2023 |
| Q4 2025 | |||||
| MELI | $108M | 73.11% | 0.11% | -6.8% | Q3 2016 |
| NU | $11.9M | 8.05% | Not reported | -2.6% | Q4 2021 |
| SUZ | $3.64M | 2.46% | 0.03% | Not reported | Q2 2023 |
 VTEX | $756K | 0.51% | Not reported | -79.2% | Q3 2021 |
| Q3 2025 | |||||
| MELI | $134M | 72.27% | 0.11% | -26.4% | Q3 2016 |
| NU | $11.7M | 6.28% | Not reported | -73.5% | Q4 2021 |
| VTEX | $4.22M | 2.27% | Not reported | -20.8% | Q3 2021 |
 VALE | $4M | 2.15% | 0.01% | -64.8% | Q1 2019 |
| SUZ | $3.66M | 1.97% | 0.03% | Not reported | Q2 2023 |