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Dynamo Internacional Gestao de Recursos Ltda.
Dynamo Internacional Gestão de Recursos Ltda. is an established investment management firm based in Rio de Janeiro, Brazil. Founded in 1993, Dynamo is known for its focus on value-oriented, long-term equity investing, primarily in Brazilian and Latin American markets. The firm serves institutional clients, including pension funds, endowments, and other professional investors. Dynamo has a reputation for fundamental security analysis and responsible stewardship, and employs over 40 professionals.
Investment Strategy
Dynamo Internacional Gestão de Recursos Ltda. employs a fundamental, value-driven investment approach focusing on equity markets in Brazil and selected Latin American countries. Their investment philosophy centers on in-depth research, rigorous company analysis, and long-term ownership, prioritizing sustainable growth and responsible corporate governance. The firm targets businesses with solid financials, growth potential, and competitive advantages, seeking to unlock value over time through active engagement.
Latest 13F Filing Activity
Dynamo Internacional Gestao de Recursos Ltda. filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions and 1 options positions with a total 13F market value of $281M. The fund increased holdings in Mercado Libre Inc., Vtex, Suzano SA among other positions. Dynamo Internacional Gestao de Recursos Ltda. reduced exposure to Nu HLDGS LTD, Vale SA, Rio Tinto PLC among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MELI | MERCADO LIBRE INC | 72.81% | $204.4M | 78,217 | $1467.35 | $2613.63 | +$46.8M |
N NU | NU HLDGS LTD | 13.47% | $37.8M | 2,757,015 | $5.21 | $13.72 | -$55.5M |
V VALE | VALE SA | 3.61% | $10.1M | 1,043,708 | $11.32 | $9.71 | -$15.3M |
V VTEX | VTEX | 2.86% | $8.0M | 1,216,967 | $5.17 | $6.60 | +$436.0K |
S SUZ | SUZANO SA | 1.30% | $3.7M | 389,234 | $9.22 | $9.41 | +$46.7K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
E EWZ | ISHARES INC | New | Call | $16.7M | 79,600 | $28.85 | $28.85 | +79,600 | +$16.7M |
Industry Allocation
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