2026 Q1 Portfolio Activity
In 2026 Q1, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. maintained a portfolio of 7 distinct positions. They heavily accumulated shares in MERCADO LIBRE INC, increasing the position by 246.4%. The fund also reduced its exposure to ISHARES INC by 83.7%.
Position History
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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Rio de Janeiro, RJ
Hedge Fund / Asset Manager
AUM $266M
Total Positions
7
Quarter
2026 Q1
Top Holding
MELI (55.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MELI
MERCADO LIBRE I...
|
Consumer Cyclical | 55.26% | 73.11% |
#1
Prev: #1
|
9.0 | 39,543 | 73.7% |
P
S
|
93,184 | $161,117,000 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NU
NU HOLDINGS LTD
|
Financial Services | 27.19% | 8.05% |
#2
1
Prev: #3
|
8.5 | 4,806,348 | 676.2% |
P
S
|
5,517,125 | $79,281,086 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUZ
SUZANO SA
|
Basic Materials | 8.89% | 2.46% |
#3
2
Prev: #5
|
7.6 | 2,200,000 | 565.2% |
P
S
|
2,589,234 | $25,918,232 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWZ
CALL
ISHARES INC
|
CALL Option | 8.66% | 11.53% |
#4
2
Prev: #2
|
4.0 | -1,900,100 | -32.5% |
P
S
|
3,951,900 | $25,239,438 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWZ
PUT
ISHARES INC
|
PUT Option | 0.01% | 0.91% |
#5
1
Prev: #6
|
0.5 | -1,001,100 | -51.1% |
P
S
|
956,100 | $19,122 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTEX
VTEX
|
Technology | 0.00% | 0.51% |
Sold All 😨
(Was: #7) |
0.0 | -201,070 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
PUT
MERCADO LIBRE I...
|
PUT Option | 0.00% | 3.43% |
Sold All 😨
(Was: #4) |
0.0 | -26,900 | -100.0% |
CLOSED
|
— | $— | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-7 of 7 holdings