Holders — by stockHoldings — by fund

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1546790

$244.2M

disclosed book value

positions

49.9%

largest position share

Positions, as of 2026-06-30

top 6 of 6 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	MELIMERCADO LIBRE INC	71,814	$121.9M	49.9%
2	NU HOLDINGS LTD	6.4M	$85.8M	35.1%
3	SUZSUZANO SA	2.6M	$19.9M	8.1%
4	GGBGERDAU SA	2.1M	$8.5M	3.5%
5	PBRPETROLEO BRASILEIRO SAPUT	2.0M	$7.1M	2.9%
6	EWZISHARES INCCALL	1.0M	$1.1M	0.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.