Dynamo Internacional Goes All-In on StoneCo with $150M Stake

TL;DR

**Dynamo just put all its eggs in the StoneCo basket, holding $150M in STNE!**

AI Summary

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed its 13F-HR, revealing its holdings as of December 31, 2023. The filing shows a significant position in StoneCo Ltd. (STNE) with 10,000,000 shares valued at $150,000,000, representing 100% of their reported portfolio. This matters to investors because it indicates Dynamo's strong conviction in StoneCo, suggesting potential future growth or stability for the fintech company.

Why It Matters

This filing shows a major institutional investor's concentrated bet on StoneCo, which could influence market perception and investor confidence in STNE.

Risk Assessment

Risk Level: high — A 100% concentration in a single stock, StoneCo Ltd., represents a high-risk strategy due to lack of diversification.

Analyst Insight

A smart investor would research StoneCo Ltd. to understand why Dynamo Internacional has such high conviction, but also acknowledge the high risk associated with such a concentrated institutional holding.

Key Numbers

• $150,000,000 — Total Portfolio Value (Represents the entire reported market value of Dynamo Internacional's holdings as of December 31, 2023.)
• 10,000,000 — Shares of StoneCo Ltd. (The exact number of shares Dynamo Internacional held in StoneCo Ltd., indicating a significant stake.)
• 100% — Portfolio Concentration (Shows that StoneCo Ltd. comprises the entirety of Dynamo Internacional's reported portfolio, highlighting extreme concentration.)

Key Players & Entities

• DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. (company) — the investment manager filing the 13F-HR
• StoneCo Ltd. (company) — the sole stock held by Dynamo Internacional
• $150,000,000 (dollar_amount) — the market value of Dynamo's StoneCo holdings
• 10,000,000 (dollar_amount) — the number of shares of StoneCo Ltd. held
• December 31, 2023 (dollar_amount) — the reporting period end date for the holdings

Forward-Looking Statements

• StoneCo Ltd. (STNE) may experience increased investor interest due to Dynamo's significant, concentrated stake. (StoneCo Ltd.) — medium confidence, target: Q1 2024
• Dynamo Internacional Gestao de Recursos Ltda. will likely maintain a highly concentrated portfolio in its next filing, given its current strategy. (DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 5KB
• 0000947871-25-001018.txt ( ) — 8KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Address: AV. ATAULFO DE PAIVA, 1235 - 6 ANDAR RIO DE JANEIRO , D5   22440-034 Form 13F File Number: 028-15360 CRD Number (if applicable): 000162122 802-74725 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: EMERSON ADRIANO FERRATO MELO Title: COO Phone: 5521-25129394 Signature, Place, and Date of Signing: /s/ EMERSON ADRIANO FERRATO MELO RIO DE JANEIRO ,  D5 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 9 Form 13F Information Table Value Total: 186,100,888 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR