Fund Universe

← Fund Universe

☆DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

CIK 0001546790 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.818
AUM ($M)
236
Positions
4
Turnover
0.10
Top-10 wt
100%
Herfindahl
0.407
History (qtrs)
10
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 4 positions · portfolio value $236M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MELI funds › MERCADO LIBRE INC TRIM — 51.6% -8.9% 121.9 71,814 -21,370 7 —
☆NU funds › NU HOLDINGS LTD ADD — 36.3% +6.6% 85.8 6,419,224 +902,099 7 —
☆SUZ funds › SUZANO SA TRIM — 8.4% -1.3% 19.9 2,561,542 -27,692 7 —
☆GGB funds › GERDAU SA NEW — 3.6% +3.6% 8.5 2,109,474 +2,109,474 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 236 4 0.10 100% 0.407 0.818 — in
2026Q1 266 3 0.27 100% 0.464 0.555 — in
2025Q4 124 4 0.05 100% 0.765 0.801 — in
2025Q3 158 5 0.09 100% 0.731 0.773 — in
2025Q2 264 5 0.25 100% 0.622 0.594 — in
2025Q1 295 6 0.11 100% 0.394 0.843 — in
2024Q4 291 6 0.28 100% 0.334 0.400 — in
2024Q3 417 6 0.05 100% 0.413 0.876 — in
2024Q2 562 6 0.03 100% 0.430 0.930 — entered
2024Q1 589 6 0.00 100% 0.406 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status