DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
13F Reported Value
ⓘ$291.6M
incl. option notional
Equity Holdings
ⓘ$266.3M
Option Notional
ⓘ$25.3M
$19,122 puts / $25.2M calls
Holdings
5
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. disclosed 5 positions worth $291.6M in its Form 13F-HR for Q1 2026 — $266.3M in common stock plus $25.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $MELI (MERCADOLIBRE INC) at 60.5% of the equity portfolio, followed by $NU and $SUZ. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $MELI. The portfolio is most concentrated in Consumer Discretionary (60.5% of disclosed assets). All figures are sourced directly from DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.’s Form 13F-HR filing with the SEC under CIK 1546790.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 77.5#83
Quality
$161.1M93,184 sh - —
Quality
$79.3M5,517,125 sh - —
Quality
$25.9M2,589,234 sh ISHARES INC CALL
—Quality
$25.2M3,951,900 shISHARES INC PUT
—Quality
$19.1K956,100 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MERCADOLIBRE INC$MELI | 77.5#83 | $161.1M | 93,184 |
 Nu Holdings Ltd.$NU | — | $79.3M | 5,517,125 |
 Suzano S.A.$SUZ | — | $25.9M | 2,589,234 |
| ISHARES INC CALL | — | $25.2M | 3,951,900 |
| ISHARES INC PUT | — | $19.1K | 956,100 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 5 positions.
Showing top 5 of 5 holdings.
Sector Allocation
Consumer Discretionary
$161.1M
Financials
$79.3M
Materials
$25.9M
Full Holdings — DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. (Q1 2026)
All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
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