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DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

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13F filer, CIK 1546790, RIO DE JANEIRO, Brazil

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reported $291,574,878 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000947871-26-000554

Period
2026-03-31
Reported value
$292M
Holdings
5
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+4,806,348$69.1M
MELIadded+39,543$68.4M
SUZadded+2,200,000$22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTEXexited-201,070-$756K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000947871-26-000554, largest first. % of portfolio is the value over $266,316,318, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,071 shares; 2024Q4: 76,684 shares; 2025Q1: 80,816 shares; 2025Q2: 78,217 shares; 2025Q3: 57,551 shares; 2025Q4: 53,641 shares; 2026Q1: 93,184 shares 93,184$161M60.5%+39,543Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,038,393 shares; 2024Q4: 9,409,225 shares; 2025Q1: 9,118,415 shares; 2025Q2: 2,757,015 shares; 2025Q3: 729,715 shares; 2025Q4: 710,777 shares; 2026Q1: 5,517,125 shares 5,517,125$79.3M29.77%+4,806,348Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 402,119 shares; 2025Q1: 389,234 shares; 2025Q2: 389,234 shares; 2025Q3: 389,234 shares; 2025Q4: 389,234 shares; 2026Q1: 2,589,234 shares 2,589,234$25.9M9.73%+2,200,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
EWZISHARES INC MSCI BRAZIL ETFcall3,951,900$25.2M-1,900,100
EWZISHARES INC MSCI BRAZIL ETFput956,100$19.1K-1,001,100

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MELIMERCADOLIBRE INC26,900$5.07Mput
VTEXVTEX201,070$756Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000947871-26-000554 base2026-05-15acceptance time not in the bulk data set