DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA
Q2 2026 Form 13-F
RIO DE JANEIRO, BRAZIL
CIK 0001546790
· CRD 162122
· Exempt reporting adviser
$244.2M Reported Value Total
DYNAMO INTERNACIONAL reports under management (AUM).
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Exempt Reporting Adviser
WWW.DYNAMO.COM.BR
Source: Form ADV filed 2026-03-27
Reported value
$244.2M
Quarter over quarter
-5.4%
Holdings
4
Top-10 concentration
100.0%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Emerson Adriano Ferrato Melo
COO
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $244.2M |
| Positions | 4 |
| Change in reported value | -16.2% |
| New positions | 1 |
| Exited positions | 0 |
| Position turnover | 25.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
4 | $244.2M |
|
Q1 2026 13F
Filed May 15, 2026
|
3 | $291.6M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
4 | $147.8M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
5 | $186.1M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
5 | $280.8M |
|
Q1 2025 13F
Filed May 15, 2025
|
6 | $306.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
6 | $300.4M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
6 | $438.6M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
6 | $574.7M |
|
Q1 2024 13F
Filed May 15, 2024
|
6 | $595.0M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
20 | $729.9M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
20 | $1.4B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
21 | $1.0B |
|
Q1 2023 13F
Filed May 15, 2023
|
17 | $839.8M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
15 | $742.0M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
15 | $707.4M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
17 | $635.5M |
|
Q1 2022 13F
Filed May 16, 2022
|
17 | $856.3M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
21 | $962.7M |
|
Q3 2021 13F
Filed Nov 12, 2021
|
22 | $1.0B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 6 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MELI MERCADO LIBRE INC | $121.9M | 49.91% |
| 2 | NU NU HOLDINGS LTD | $85.8M | 35.12% |
| 3 | SUZ SUZANO SA | $19.9M | 8.14% |
| 4 | GGB GERDAU SA | $8.5M | 3.49% |
| 5 | PBR P PETROLEO BRASILEIRO SA | $7.1M | 2.91% |
| 6 | EWZ C ISHARES INC | $1.1M | 0.43% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.