Dynamo Internacional Gestao De Recursos Ltda. Portfolio Holdings

Dynamo Internacional Gestao De Recursos Ltda.

  • $494 Million
  • Q2 2025

Dynamo Internacional Gestao De Recursos Ltda. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $494 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $204M, Nu Holdings Ltd. with a value of $37.8M, Vale S.A. with a value of $10.1M, Vtex with a value of $8.03M, and Suzano S.A. with a value of $3.66M.

Examining the 13F form we can see an increase of $78.7M in the current position value, from $415M to 494M.

Dynamo Internacional Gestao De Recursos Ltda. is based out at Rio De Janeiro, D5

Below you can find more details about Dynamo Internacional Gestao De Recursos Ltda. portfolio as well as his latest detailed transactions.

Portfolio value $494 Million
ETFs: $230 Million
Consumer Cyclical: $204 Million
Financial Services: $37.8 Million
Basic Materials: $13.8 Million
Technology: $8.03 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$204 Million 41.41% of portfolio
78,217
Q2 2025 Reduced 3.22%
$43.6B
$37.8 Million 7.66% of portfolio
2,757,015
Q2 2025 Reduced 69.76%
$47.2B
$10.1 Million 2.05% of portfolio
1,043,708
Q2 2025 Reduced 59.01%
$349M
$8.03 Million 1.63% of portfolio
1,216,967
Q2 2025 Reduced 18.77%
$13.1B
$3.66 Million 0.74% of portfolio
389,234
Q4 2024 Reduced 10.64%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $494 Million
  • Prior Value $415 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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