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DIGDR

Dynamo Internacional Gestao de Recursos Portfolio holdings

AUM $244M
1-Year Est. Return 32.38%
This Fund
S&P 500
This Quarter Est. Return
-4.96%
1 Year Est. Return
-32.38%
3 Year Est. Return
+34.05%
5 Year Est. Return
+21.8%
10 Year Est. Return
+277.35%
AUM
$244M
AUM Growth
-$47.4M
Cap. Flow
-$15.2M
Cap. Flow %
-6.23%
Top 10 Hldgs %
100%
Holding
7
New
2
Increased
1
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$12.2M
2
GGB icon
Gerdau
GGB
+$9.37M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$36.5M
2
SUZ icon
Suzano
SUZ
+$240K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 49.91%
2 Financials 35.12%
3 Materials 11.63%
4 Miscellaneous 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$101B
$122M 49.91%
71,814
-21,370
-23% -$36.5M
NU icon
2
Nu Holdings
NU
$75.7B
$85.8M 35.12%
6,419,224
+902,099
+16% +$12.2M
SUZ icon
3
Suzano
SUZ
$11.3B
$19.9M 8.14%
2,561,542
-27,692
-1% -$240K
GGB icon
4
Gerdau
GGB
$9.71B
$8.52M 3.49%
+2,109,474
New +$9.37M
PBR icon
5
PUT
Petrobras
PBR
$132B
$7.1M 2.91%
+2,050,000
New +$40.1M
EWZ icon
6
CALL
iShares MSCI Brazil ETF
EWZ
$8.66B
$1.06M 0.43%
1,000,000
-2,951,900
-75% -$110M
EWZ icon
7
PUT
iShares MSCI Brazil ETF
EWZ
$8.66B
– –
-956,100
Closed -$19.1K

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Dynamo Internacional Gestao de Recursos's Q2 2026 Portfolio in Review

As of Q2 2026, Dynamo Internacional Gestao de Recursos held 7 positions worth $244M, down 16% from $292M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Dynamo Internacional Gestao de Recursos withdrew a net $15.2M in Q2 2026, closing 1 position and reducing 3 holdings. Its largest reduction was Mercado Libre, cutting an estimated $36.5M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 50% of assets, down from 55% a quarter earlier, followed by Financials and Materials.

Against the trend, Dynamo Internacional Gestao de Recursos opened a new position in Gerdau worth $8.52M.

  • Dynamo Internacional Gestao de Recursos's largest Q2 2026 buy was Gerdau: 2,109,474 shares worth $8.52M.
  • Dynamo Internacional Gestao de Recursos added most to Nu Holdings in Q2 2026, an estimated $12.2M increase.
  • Dynamo Internacional Gestao de Recursos's biggest Q2 2026 reduction was Mercado Libre, cutting an estimated $36.5M.
  • Dynamo Internacional Gestao de Recursos's ten largest holdings make up 100% of its $244M portfolio in Q2 2026.
  • Dynamo Internacional Gestao de Recursos opened 2 new positions and closed 1 in Q2 2026.
  • Dynamo Internacional Gestao de Recursos's portfolio value fell 16% quarter-over-quarter to $244M.

Based on Dynamo Internacional Gestao de Recursos's 13F filing for Q2 2026, filed 14 Aug 2026.