Dynamo Internacional Gestao De Recursos Ltda. holds a concentrated book of 3 stocks worth $266.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Mercadolibre Inc at 60% of the equity book. They also disclosed $19K in put options (a bearish bet) and $25.2M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be -12% (-11.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 16.7 points over this window.
Growth of $10,000 cloning Dynamo Internacional Gestao De Recursos Ltda.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Dynamo Internacional Gestao De Recursos Ltda.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 3 | $7.3B |
| MORGAN STANLEY | 4 / 3 | $4.8B |
| JPMORGAN CHASE & CO | 4 / 3 | $2.6B |
| STATE STREET CORP | 4 / 3 | $2.1B |
| FMR LLC | 4 / 3 | $1.3B |
| GOLDMAN SACHS GROUP INC | 4 / 3 | $1.3B |
| BANK OF AMERICA CORP /DE/ | 4 / 3 | $1.0B |
| Legal & General Group Plc | 4 / 3 | $863.7M |
Ranked by how many of Dynamo Internacional Gestao De Recursos Ltda.'s top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mercado Libre Inc COM | $161.1M | 93.2K | 60.5% | ▲+74% Added · +40K sh | |
| 2 | Nu Holdings Ltd ORD SHS CL A | $79.3M | 5.52M | 29.8% | ▲+676% Added · +4.8M sh | |
| 3 | Suzano Sa SPON ADS | $25.9M | 2.59M | 9.7% | ▲+565% Added · +2.2M sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1546790/holdings"
Use Arkolith to show DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHARES MSCI BRAZIL ETFEWZ | $25.2M | 4.0M |
| PUT · bearish | ISHARES MSCI BRAZIL ETFEWZ | $19K | 956K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.