13F HOLDINGS REPORT
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000947871-23-000579
Total Value
$839.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 165,389 | $218.0M | 25.96% |
| 2 | WALDENCAST PLC | WALDW | 14,658,333 | $119.5M | 14.23% |
| 3 | NU HLDGS LTD | NU | 24,061,727 | $114.5M | 13.64% |
| 4 | NATURA &CO HOLDING | 63884N108 | 16,368,053 | $85.4M | 10.17% |
| 5 | TEMPUR SEALY INTL INC | SGI | 1,182,663 | $46.7M | 5.56% |
| 6 | LINDE PLC | LIN | 122,586 | $43.6M | 5.19% |
| 7 | APPFOLIO INC | APPF | 327,740 | $40.8M | 4.86% |
| 8 | VALE SA | VALE | 2,257,134 | $35.6M | 4.24% |
| 9 | AMAZON COM INC | AMZN | 323,022 | $33.4M | 3.97% |
| 10 | OKTA INC | OKTA | 310,407 | $26.8M | 3.19% |
| 11 | DANAHER CORPORATION | 235851102 | 105,455 | $26.6M | 3.17% |
| 12 | VTEX | VTEX | 6,715,399 | $25.8M | 3.07% |
| 13 | STEVANATO GROUP SPA | STVN | 370,431 | $9.6M | 1.14% |
| 14 | ATLASSIAN CORPORATION | TEAM | 47,035 | $8.1M | 0.96% |
| 15 | WALDENCAST PLC | WALDW | 6,247,776 | $3.7M | 0.45% |
| 16 | ISHARES TR | 464287655 | 5,000 | $892,000 | 0.11% |
| 17 | PROSHARES TR | 74348A210 | 36,000 | $862,920 | 0.10% |