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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

Rank Stock Value
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

Rank Stock Value
1
VTEX icon
VTEX
VTEX
+$756K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 55.26%
2 Financials 27.19%
3 Materials 8.89%
4 Technology 0%

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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.