Back to funds

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

hedge fundUpdated 27 days ago

Managed by Dynamo Internacional Gestao De Recursos Ltda. • Latest filing Q2 2026

Portfolio value
$244.2M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
96.7%
Weight of largest holdings
Annualized return
-41.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 17 quarters

Show data table
PeriodPortfolio value
Q1 2022$856.3M
Q2 2022$635.5M
Q3 2022$707.4M
Q4 2022$742M
Q2 2023$866.3M
Q3 2023$1.4B
Q4 2023$729.9M
Q1 2024$614.8M
Q2 2024$586.5M
Q3 2024$448.6M
Q4 2024$306.5M
Q1 2025$306.7M
Q2 2025$280.8M
Q3 2025$186.1M
Q4 2025$147.8M
Q1 2026$291.6M
Q2 2026$244.2M

Top holdings

6 positions as of Q2 2026

View filing
M

MERCADO LIBRE INC

Value
$121.9M
Shares
71.8K
% Port
49.91%
N
2.NU

NU HOLDINGS LTD

Value
$85.8M
Shares
6.42M
% Port
35.12%
S
3.SUZ

SUZANO SA

Value
$19.9M
Shares
2.56M
% Port
8.14%
G
4.GGB

GERDAU SA

Value
$8.5M
Shares
2.11M
% Port
3.49%
P

PETROLEO BRASILEIRO SA

Value
$7.1M
Shares
2.05M
% Port
2.91%
E

ISHARES INC

Value
$1.1M
Shares
1.00M
% Port
0.43%

Explore