The Analysis of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s Holdings & P&L

Currently, DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. holds 3 types of securities in its portfolio with a total value $266.3M. In the most recent quarter, they have increased their positions in NU (+4.8M shares, valued at $69.1M), MELI (+39.5K shares, valued at $68.4M), SUZ (+2.2M shares, valued at $22.0M).

1M P&L

-9.5M-8.47%

3M P&L

-22.2M-17.82%

HY P&L

-21.0M-17.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail108.0M

86.9%

2Banks - Regional11.9M

9.6%

3Paper & Paper Products3.6M

2.9%

Top Industries by Stock Count

1Internet Retail1 stocks

25.0%

2Banks - Regional1 stocks

25.0%

3Paper & Paper Products1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MELI MERCADO LIBRE INC93.2K shares73.72%2026-03-312026-05-15

NU NU HOLDINGS LTD5.5M shares676.21%2026-03-312026-05-15

SUZ SUZANO SA2.6M shares565.21%2026-03-312026-05-15

MELI

MERCADO LIBRE INC

73.72%

Shares93.2K

Event2026-03-31

Filed2026-05-15

NU HOLDINGS LTD

676.21%

Shares5.5M

Event2026-03-31

Filed2026-05-15

SUZ

SUZANO SA

565.21%

Shares2.6M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

EWZ Call CallISHARES INC4.0M shares-32.47%2026-03-312026-05-15

EWZ Call

ISHARES INC

-32.47%

Shares4.0M

Event2026-03-31

Filed2026-05-15

Put Option Holdings

EWZ Put PutISHARES INC956.1K shares-51.15%2026-03-312026-05-15

EWZ Put

ISHARES INC

-51.15%

Shares956.1K

Event2026-03-31

Filed2026-05-15