Filed: 2/17/2026ACC: 0000947871-26-000184
📋 What this filing means
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $147.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$147.79M
Total AUM (reported)
9.19M
Total Shares
Allocation by class
COM$113.12M76.5%
MSCI BRAZIL ETF$18.38M12.4%
ORD SHS CL A$11.90M8.1%
SPON ADS$3.64M2.5%
SHS CL A$756.0K0.5%
Portfolio Concentration
Top 3$143.40M97.0%
4–10$4.39M3.0%
Top 3 weight
97.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.19M
Sole
Full voting authority
9.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
MERCADO LIBRE INC
SOLEShares80.54K
TypeSH
Market value$113.12M
76.54%
Sole
80.54K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares7.81M
TypeSH
Market value$18.38M
12.44%
Sole
7.81M
Shared
0.00
None
0.00
NU HOLDINGS LTD
SOLEShares710.78K
TypeSH
Market value$11.90M
8.05%
Sole
710.78K
Shared
0.00
None
0.00
SUZANO SA
SOLEShares389.23K
TypeSH
Market value$3.64M
2.46%
Sole
389.23K
Shared
0.00
None
0.00
VTEX
SOLEShares201.07K
TypeSH
Market value$756.0K
0.51%
Sole
201.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADO LIBRE INCSOLE | COM | 80.54K | SH | $113.12M 76.54% | 80.54K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI BRAZIL ETF | 7.81M | SH | $18.38M 12.44% | 7.81M | 0.00 | 0.00 |
NU HOLDINGS LTDSOLE | ORD SHS CL A | 710.78K | SH | $11.90M 8.05% | 710.78K | 0.00 | 0.00 |
SUZANO SASOLE | SPON ADS | 389.23K | SH | $3.64M 2.46% | 389.23K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 201.07K | SH | $756.0K 0.51% | 201.07K | 0.00 | 0.00 |