DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

CIK: 0001546790Latest portfolio: $147.8M · Q4 2025

Holdings

5

Total Value

$147.8M

New Positions

0

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
MLB1MERCADO LIBRE INC
80,541$113.1M76.54%-4,510Put
2
EWZISHARES INC
7,809,200$18.4M12.44%NEWPut
3
NUNU HOLDINGS LTD
710,777$11.9M8.05%-18,938
4
SUZSUZANO SA
389,234$3.6M2.46%
5
VTEXVTEX
201,070$756K0.51%-763,254

Quarterly Changes

New Positions

Closed Positions

Increased Positions

No increased positions

Decreased Positions

NameSharesChange
VTEX201K-763254
NU711K-18938
MLB181K-4510

Sector Breakdown

Financial Services0.0% ($1.8T)
Unknown0.0% ($113.1M)
Basic Materials0.0% ($3.6M)
Technology0.0% ($756K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$147.8M10
Q3 2025Nov 14, 2025$186.1B9
Q2 2025Aug 14, 2025$280.8B7
Q1 2025May 15, 2025$306.7B9
Q4 2024Feb 14, 2025$306.5B9
Q3 2024Nov 14, 2024$448.6B10
Q2 2024Aug 14, 2024$586.5B9
Q1 2024May 15, 2024$614.8B9
Q4 2023Feb 14, 2024$729.9B24
Q3 2023Nov 14, 2023$1.4T27
Q2 2023Aug 14, 2023$866.3B22
Q1 2023May 15, 2023$839.8B17
Q4 2022Feb 14, 2023$1.2T15
Q3 2022Nov 14, 2022$980.5M15
Q2 2022Aug 15, 2022$1.4B17
Q1 2022May 16, 2022$1.5B17
Q4 2021Feb 11, 2022$962.7M21
Q3 2021Nov 12, 2021$1.0B22
Q2 2021Aug 12, 2021$1.2B22
Q1 2021May 14, 2021$1.1B21
Q4 2020Feb 16, 2021$1.4B20
Q3 2020Nov 16, 2020$1.4B19
Q2 2020Aug 14, 2020$1.3B16
Q1 2020May 15, 2020$769.2M20
Q4 2019Feb 14, 2020$1.0B14
Q3 2019Nov 14, 2019$961.2M10
Q2 2019Aug 14, 2019$986.7M10
Q1 2019May 14, 2019$674.7M9
Q4 2018Feb 14, 2019$538.4M9
Q3 2018Nov 13, 2018$538.3M8
Q2 2018Aug 14, 2018$602.1M8
Q1 2018May 15, 2018$532.0M8
Q4 2017Feb 14, 2018$688.7M18
Q3 2017Nov 14, 2017$695.0M20
Q2 2017Aug 14, 2017$696.6M19
Q1 2017May 15, 2017$735.0M17
Q4 2016Jan 26, 2017$747.6M17
Q3 2016Nov 8, 2016$554.5M18
Q2 2016Aug 5, 2016$522.8M16
Q1 2016May 13, 2016$540.1M18

Fund Information

CIK0001546790
Most Recent FilingFeb 17, 2026
Number of Filings40

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $147.8M across 5 holdings. The largest position is MERCADO LIBRE INC (MLB1), representing 76.5% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.