Dynamo Internacional Gestao De Recursos Ltda.

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13F holdings as of 2025-12-31 · vs 2025-09-30 · 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

$124.3M

Positions

New this quarter

Exited this quarter

Top-10 concentration

100%

Options (notional)1 calls · $17.0M2 puts · $6.4MPut/Call 0.38

#	Holding		Shares	Value	% of 13F	QoQ Δ
1	MELIMERCADOLIBRE INC	TRIM	54K	$108.0M	86.9%	-$26.4M
2	NU HLDGS LTD	TRIM	711K	$11.9M	9.6%	+$216K
3	SUZSUZANO S A		389K	$3.6M	2.9%	-$23K
4	VTEX	TRIM	201K	$756K	0.6%	-$3.5M

Source: SEC Form 13F. Values are as-of 2025-12-31 (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).