Dynamo Internacional Gestao De Recursos Ltda.

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13F holdings as of 2026-03-31 · vs 2025-12-31 · long US-listed positions only

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Reported 13F value

$266.3M

Positions

New this quarter

Exited this quarter

Top-10 concentration

100%

Options (notional)1 calls · $25.2M1 puts · $19KPut/Call 0.00

#	Holding		Shares	Value	% of 13F	QoQ Δ
1	MELIMERCADOLIBRE INC	ADD	93K	$161.1M	60.5%	+$53.1M
2	NU HLDGS LTD	ADD	5.5M	$79.3M	29.8%	+$67.4M
3	SUZSUZANO S A	ADD	2.6M	$25.9M	9.7%	+$22.3M

Source: SEC Form 13F. Values are as-of 2026-03-31 (quarter-end), not live. Percentages are of reported 13F value, not the fund’s full AUM (13F excludes shorts, cash, bonds, most non-US holdings).