DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA..

AUM · $244M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$16M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	MELI	MERCADO LIBRE INC	72K	$122M	49.9%	−23%
2	NU	NU HOLDINGS LTD	6.42M	$86M	35.1%	+16%
3	SUZ	SUZANO SA	2.56M	$20M	8.1%	−1%
4	GGB	GERDAU SA	2.11M	$9M	3.5%	NEW
5	PBR	PETROLEO BRASILEIRO SA	2.05M	$7M	2.9%	NEW
6	EWZ	ISHARES INC	1.00M	$1M	0.4%	−80%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE DYNAMO SIGNAL

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. is a Other fund managing $244 million in assets. The fund runs a focused portfolio of just 6 positions.