DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2026 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2026-05-15

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $292M (100.0% shares, 0.0% debt)

Holdings (5)

Increased Positions (3)

NU NU HOLDINGS LTD 27.2%

Value $79.28M (+566.3%) Shares 5,517,125 (+676.2%) Est. Cost $15.78 Unrealized +9.9%

MELI MERCADO LIBRE INC 55.3%

Value $161M (+49.1%) Shares 93,184 (+73.7%) Est. Cost $1778.30 Unrealized +16.2%

SUZ SUZANO SA 8.9%

Value $25.92M (+612.9%) Shares 2,589,234 (+565.2%) Est. Cost $9.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HOLDINGS LTD	5,517,125 (+676.2%)	$79.28M (+566.3%)	27.2%	$15.78	+9.9%	ORD SHS CL A	G6683N103
MELI	MERCADO LIBRE INC	93,184 (+73.7%)	$161M (+49.1%)	55.3%	$1778.30	+16.2%	COM	58733R102
SUZ	SUZANO SA	2,589,234 (+565.2%)	$25.92M (+612.9%)	8.9%	$9.89	—	SPON ADS	86959K105

Exited Positions (2)

MELI MERCADO LIBRE INC 1.7%

Value $5.071M Shares 26,900 Est. Cost $1778.30 Unrealized +16.2%

VTEX VTEX 0.3%

Value $756K Shares 201,070 Est. Cost $5.76 Unrealized -43.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADO LIBRE INC	26,900	$5.071M	1.7%	$1778.30	+16.2%	PUT	58733R102
VTEX	VTEX	201,070	$756K	0.3%	$5.76	-43.1%	—	G9470A102

Decreased Positions (2)

EWZ ISHARES INC 8.7%

Value $25.24M (+48.1%) Shares 3,951,900 (-32.5%) Est. Cost — Unrealized —

EWZ ISHARES INC 0.0%

Value $19,122 (-98.6%) Shares 956,100 (-51.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EWZ	ISHARES INC	3,951,900 (-32.5%)	$25.24M (+48.1%)	8.7%	—	—	CALL	464286400
EWZ	ISHARES INC	956,100 (-51.1%)	$19,122 (-98.6%)	0.0%	—	—	PUT	464286400