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DIGDR

Dynamo Internacional Gestao de Recursos Portfolio holdings

AUM $292M
1-Year Est. Return 6.08%
This Fund
S&P 500
This Quarter Est. Return
-12.08%
1 Year Est. Return
-6.08%
3 Year Est. Return
+67.29%
5 Year Est. Return
+50.48%
10 Year Est. Return
+283.68%
AUM
$292M
AUM Growth
+$144M
Cap. Flow
+$64.5M
Cap. Flow %
22.13%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
3
Reduced
2
Closed
2

Top Buys

1
NU icon
Nu Holdings
NU
+$77.9M
2
MELI icon
Mercado Libre
MELI
+$76.3M
3
SUZ icon
Suzano
SUZ
+$22.2M

Top Sells

1
VTEX icon
VTEX
VTEX
+$756K

Sector Composition

1 Consumer Discretionary 55.26%
2 Financials 27.19%
3 Materials 8.89%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$92B
$161M 55.26%
93,184
+39,543
+74% +$76.3M
NU icon
2
Nu Holdings
NU
$65.6B
$79.3M 27.19%
5,517,125
+4,806,348
+676% +$77.9M
SUZ icon
3
Suzano
SUZ
$10.1B
$25.9M 8.89%
2,589,234
+2,200,000
+565% +$22.2M
EWZ icon
4
CALL
iShares MSCI Brazil ETF
EWZ
$9.1B
$25.2M 8.66%
3,951,900
-1,900,100
-32% -$69.5M
EWZ icon
5
PUT
iShares MSCI Brazil ETF
EWZ
$9.1B
$19.1K 0.01%
956,100
-1,001,100
-51% -$36.6M
MELI icon
6
PUT
Mercado Libre
MELI
$92B
– –
-26,900
Closed -$5.07M
VTEX icon
7
VTEX
VTEX
$716M
– –
-201,070
Closed -$756K

Similar funds

BCIM
Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $291M AUM 23.03% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $292M AUM 20.76% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $291M AUM

Dynamo Internacional Gestao de Recursos's Q1 2026 Portfolio in Review

As of Q1 2026, Dynamo Internacional Gestao de Recursos held 7 positions worth $292M, up 97% from $148M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Dynamo Internacional Gestao de Recursos deployed $64.5M of net new capital in Q1 2026, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Consumer Discretionary at 55% of assets, down from 73% a quarter earlier, followed by Financials and Materials.

On the sell side, the most notable exit was VTEX, an estimated $756K sold.

  • Dynamo Internacional Gestao de Recursos added most to Nu Holdings in Q1 2026, an estimated $77.9M increase.
  • Dynamo Internacional Gestao de Recursos fully exited VTEX in Q1 2026, selling an estimated $756K.
  • Dynamo Internacional Gestao de Recursos's ten largest holdings make up 100% of its $292M portfolio in Q1 2026.
  • Dynamo Internacional Gestao de Recursos opened 0 new positions and closed 2 in Q1 2026.
  • Dynamo Internacional Gestao de Recursos's portfolio value rose 97% quarter-over-quarter to $292M.

Based on Dynamo Internacional Gestao de Recursos's 13F filing for Q1 2026, filed 15 May 2026.