13F HOLDINGS REPORT
Dynamo Administracao de Recursos Ltda.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000947871-23-000173
Total Value
$287.0M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANHEUSER-BUSCH INBEV SA/NV | BUDFF | 2,018,614 | $121.2M | 42.23% |
| 2 | MERCADOLIBRE INC | MELI | 110,540 | $93.5M | 32.59% |
| 3 | NATURA &CO HLDG S A | 63884N108 | 8,829,190 | $38.2M | 13.32% |
| 4 | VTEX | VTEX | 8,717,410 | $32.7M | 11.39% |
| 5 | NU HLDGS LTD | NU | 203,168 | $826,894 | 0.29% |
| 6 | VALE S A | VALE | 29,474 | $500,174 | 0.17% |