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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 13F portfolio summary

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. has 6 current stock holdings with a reported portfolio value of $244.2M. The portfolio 1 year return is -1.14%. Top holdings include MELI (49.91%), NU (35.12%), GGB (3.49%).

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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Latest filing: 2026-06-30

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. runs DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. and currently holds 6 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $244.21M. Their top holdings are MELI, NU, GGB. The top five represent 88.5% of reported portfolio weight. DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. initiated 1 new position. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is GGB with returns of +0.00%.

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Top 5 Holdings
MELI49.9%
NU35.1%
GGB3.5%
Top 5: 88.5%
Portfolio Returns
1 Year
-1.14%
#0/1000
3 Year
+84.55%
#0/1000
5 Year
+35.02%
#0/1000

Portfolio Value

$244.21M

Alpha Score

38.1

#0 of 1000

Holdings

6

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6 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MELI
MERCADO LIBRE INC
49.91%$1,578.39$1,922.73+21.82%
Trimmed
-22.93%
NU
NU HOLDINGS LTD
35.12%$13.21$14.58+10.33%
Added
+16.35%
GGB
GERDAU SA
3.49%$4.04$4.33+7.05%
New Buy