13F HOLDINGS REPORT
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000947871-23-000175
Total Value
$1.24B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 3,663,992 | $220.0M | 17.72% |
| 2 | MERCADOLIBRE INC | MELI | 226,914 | $192.0M | 15.47% |
| 3 | NU HLDGS LTD | NU | 34,079,442 | $138.7M | 11.17% |
| 4 | WALDENCAST PLC | WALDW | 14,658,333 | $133.0M | 10.72% |
| 5 | TEMPUR SEALY INTL INC | SGI | 3,835,712 | $131.7M | 10.61% |
| 6 | VALE SA | VALE | 7,398,998 | $125.6M | 10.11% |
| 7 | NATURA &CO HOLDING | 63884N108 | 26,664,449 | $115.5M | 9.30% |
| 8 | APPFOLIO INC | APPF | 432,618 | $45.6M | 3.67% |
| 9 | AMAZON COM INC | AMZN | 477,933 | $40.1M | 3.23% |
| 10 | VTEX | VTEX | 9,382,426 | $35.2M | 2.83% |
| 11 | OKTA INC | OKTA | 511,507 | $35.0M | 2.82% |
| 12 | LINDE PLC | LIN | 35,350 | $11.5M | 0.93% |
| 13 | ATLASSIAN CORPORATION | TEAM | 60,410 | $7.8M | 0.63% |
| 14 | STEVANATO GROUP SPA | STVN | 327,184 | $5.9M | 0.47% |
| 15 | WALDENCAST PLC | WALDW | 6,247,776 | $3.9M | 0.31% |