Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. (CIK 1546790) reported $244.2M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MELI ($121.9M, 49.91%), NU ($85.8M, 35.12%), SUZ ($19.9M, 8.14%), GGB ($8.5M, 3.49%), PBR ($7.1M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADO LIBRE INC | $121.9M | 49.91% | 71,814 | Trimmed |
| 2 | NU | NU HOLDINGS LTD | $85.8M | 35.12% | 6.4M | Added |
| 3 | SUZ | SUZANO SA | $19.9M | 8.14% | 2.6M | Trimmed |
| 4 | GGB | GERDAU SA | $8.5M | 3.49% | 2.1M | New |
| 5 | PBR | PETROLEO BRASILEIRO SA | $7.1M | 2.91% | 2.0M | New |
| 6 | EWZ | ISHARES INC | $1.1M | 0.43% | 1.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30