DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
•CIK: 1546790•Filing: Q4 2025
**DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.** manages $126M across a concentrated portfolio of five holdings. The fund exhibits a significant overweighting in MLB1, representing $108.0M of its total assets. Further allocations include AIG at $11.9M, SUZ at $3.6M, EWZ at $1.3M, and MS-PL at $0.8M. This structure suggests a high conviction, sector-specific approach to capital deployment.
Total AUM
$124.3M
+ $1.3M in options
QoQ Performance
+427.7%
Positions
4
+ 1 option
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MLB1
NU
MLB186.0%
NU9.5%
SUZ2.9%
EWZ1.1%
VTEX0.6%
📈 Biggest Buys
MLB1
MERCADO LIBRE INC
+95.1%
86.0% of portfolio
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑1 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023