DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. — 13F Holdings & Portfolio
CIK 1546790 · latest 13F-HR filed 2026-08-14
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. manages $244.2M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MELI (49.91%), NU (35.12%), SUZ (8.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 0; 1 existing position rose in reported value and 2 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 27, 2026.
1235 - 6? FLOOR
RIO DE JANEIRO 22440-034
Brazil
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CAMPOS, LUIZ FELIPE, DE ALMEIDA Control | PARTNER OF DYNAMO INTERNATIONAL since Mar 2006 | 25–50% | Individual |
| DYNAMO INTERNACIONAL Control | MEMBER OF OMANYD LLC since Oct 2008 | 75% or more | Foreign Entity |
| MELO, EMERSON, ADRIANO FERRATO Control | COMPLIANCE DIRECTOR since Oct 2020 | Less than 5% | Individual |
| ORENSTEIN, LUIZ Control | MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL since Mar 2006 | 25–50% | Individual |
| RUDGE, BRUNO, HERMES DA FONSECA Control | MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNACIONAL since Mar 2006 | 25–50% | Individual |
| Soares, Andre, de Almeida Rosa | MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL since Aug 2022 | Less than 5% | Individual |
Ownership & leadership changes · 6 filings with changes since Mar 21, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedSOUZA, CRISTIANO, DE MESQUITA · PARTNER OF DYNAO INTERNATIONAL · Less than 5% · listed since Mar 2006
- No longer listedSIMAS, CARLOS, GUSTAVO PERRET · PARTNER OF DYNAMO INTERNATIONAL · Less than 5% · listed since Mar 2006
- AddedSoares, Andre, de Almeida Rosa · MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL · Less than 5%
- ChangedCAMPOS, LUIZ FELIPE, DE ALMEIDA · ownership 10–25% → 25–50%; now a control person
- ChangedRUDGE, BRUNO, HERMES DA FONSECA · ownership 10–25% → 25–50%
- No longer listedDAMASCENO, PEDRO, HENRIQUE NOGUEIRA · MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL · 10–25% · control person · listed since Mar 2006
- AddedMELO, EMERSON, ADRIANO FERRATO · COMPLIANCE DIRECTOR · Less than 5% · control person
- ChangedCAMPOS, LUIZ FELIPE, DE ALMEIDA · title COMPLIANCE DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL → PARTNER OF DYNAMO INTERNATIONAL; no longer a control person
- ChangedRUDGE, BRUNO, HERMES DA FONSECA · title DIRECTOR → MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNACIONAL
- ChangedCAMPOS, LUIZ FELIPE, DE ALMEIDA · title MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL → COMPLIANCE DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL; ownership 5–10% → 10–25%; now a control person
- ChangedDAMASCENO, PEDRO, HENRIQUE NOGUEIRA · ownership 25–50% → 10–25%
- ChangedRUDGE, BRUNO, HERMES DA FONSECA · ownership Less than 5% → 10–25%; now a control person
- ChangedSIMAS, CARLOS, GUSTAVO PERRET · title DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL → PARTNER OF DYNAMO INTERNATIONAL; ownership 5–10% → Less than 5%
- ChangedSOUZA, CRISTIANO, DE MESQUITA · title MANAGING DIRECTOR AND PARTNER OF DYNAO INTERNATIONAL → PARTNER OF DYNAO INTERNATIONAL; ownership 5–10% → Less than 5%
- AddedDYNAMO INTERNACIONAL · MEMBER OF OMANYD LLC · 75% or more · control person
- ChangedCAMPOS, LUIZ FELIPE, DE ALMEIDA · title MANAGING DIRECTOR → MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL
- ChangedDAMASCENO, PEDRO, HENRIQUE NOGUEIRA · title MANAGING DIRECTOR → MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL
- ChangedORENSTEIN, LUIZ · title MANAGING DIRECTOR → MANAGING DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL
- ChangedSIMAS, CARLOS, GUSTAVO PERRET · title DIRECTOR → DIRECTOR AND PARTNER OF DYNAMO INTERNATIONAL
- ChangedSOUZA, CRISTIANO, DE MESQUITA · title MANAGING DIRECTOR → MANAGING DIRECTOR AND PARTNER OF DYNAO INTERNATIONAL
- ListedCAMPOS, LUIZ FELIPE, DE ALMEIDA · MANAGING DIRECTOR · 5–10%
- ListedDAMASCENO, PEDRO, HENRIQUE NOGUEIRA · MANAGING DIRECTOR · 25–50% · control person
- ListedORENSTEIN, LUIZ · MANAGING DIRECTOR · 25–50% · control person
- ListedRUDGE, BRUNO, HERMES DA FONSECA · DIRECTOR · Less than 5%
- ListedSIMAS, CARLOS, GUSTAVO PERRET · DIRECTOR · 5–10%
- ListedSOUZA, CRISTIANO, DE MESQUITA · MANAGING DIRECTOR · 5–10%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MERCADO LIBRE INC | MELI | 58733R102 | $121.9M | 49.91% | 71,814 | SH |
| 2 | NU HOLDINGS LTD | NU | G6683N103 | $85.8M | 35.12% | 6,419,224 | SH |
| 3 | SUZANO SA | SUZ | 86959K105 | $19.9M | 8.14% | 2,561,542 | SH |
| 4 | GERDAU SA | GGB | 373737105 | $8.5M | 3.49% | 2,109,474 | SH |
| 5 | PETROLEO BRASILEIRO SA Put | PBR | 71654V408 | $7.1M | 2.91% | 2,050,000 | SH |
| 6 | ISHARES INC Call | EWZ | 464286400 | $1.1M | 0.43% | 1,000,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $244.2M | 6 | 0000947871-26-000792 |
| 2026-03-31 | 2026-05-15 | $291.6M | 7 | 0000947871-26-000554 |
| 2025-12-31 | 2026-02-17 | $147.8M | 10 | 0000947871-26-000184 |
| 2025-09-30 | 2025-11-14 | $186.1M | 9 | 0000947871-25-001018 |
RIO DE JANEIRO 22440-034