StockDriftsStockDriftsTop 4 Dynamo Internacional Gestao De Recursos LTDA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADO LIBRE INC | 51.64% | 71.8K | $121.9M | -22.93%(-21.37K) | $1656.50(+11.35%) | 2026-06-30 | |
| NU | NU HOLDINGS LTD | 36.33% | 6.42M | $85.8M | +16.35%(+902.10K) | $14.09(+8.09%) | 2026-06-30 | |
| SUZ | SUZANO SA | 8.42% | 2.56M | $19.9M | -1.07%(-27.69K) | $9.72(-16.58%) | 2026-06-30 | |
| GGB | GERDAU SA | 3.61% | 2.11M | $8.5M | new | $3.75(+26.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.57% | +27.99% | -0.58% | -2.87% |
| Top 20 Holdings Unweighted | +4.26% | +13.35% | -2.15% | -10.32% |
Dynamo Internacional Gestao De Recursos LTDA reports $244.21M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are MELI (51.6%), NU (36.3%) and SUZ (8.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +27.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dynamo Internacional Gestao De Recursos LTDA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1546790). View Dynamo Internacional Gestao De Recursos LTDA’s 13F filings on SEC