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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $244,213,319

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. MERCADO LIBRE INC · COM · 58733R102 · shares: $121,896,365
  2. NU HOLDINGS LTD · ORD SHS CL A · G6683N103 · shares: $85,760,833
  3. SUZANO SA · SPON ADS · 86959K105 · shares: $19,877,566
  4. GERDAU SA · SPON ADR REP PFD · 373737105 · shares: $8,522,275
  5. PETROLEO BRASILEIRO SA · SPONSORED ADR · 71654V408 · shares · PUT: $7,096,280
  6. ISHARES INC · MSCI BRAZIL ETF · 464286400 · shares · CALL: $1,060,000

Reported holdings

6 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
MERCADO LIBRE INCCOM58733R102 — 71,814 shares $121,896,365
NU HOLDINGS LTDORD SHS CL AG6683N103 — 6,419,224 shares $85,760,833
SUZANO SASPON ADS86959K105 — 2,561,542 shares $19,877,566
GERDAU SASPON ADR REP PFD373737105 — 2,109,474 shares $8,522,275
PETROLEO BRASILEIRO SASPONSORED ADR71654V408 PUT 2,050,000 shares $7,096,280
ISHARES INCMSCI BRAZIL ETF464286400 CALL 1,000,000 shares $1,060,000