13F HOLDINGS REPORT (Amended)
Dynamo Administracao de Recursos Ltda.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000672
Total Value
$313.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 85,393 | $101.6M | 32.39% |
| 2 | ANHEUSER-BUSCH INBEV SA/NV | BUDFF | 1,251,247 | $75.1M | 23.96% |
| 3 | NATURA &CO HLDG S A | 63884N108 | 4,039,464 | $44.1M | 14.07% |
| 4 | XP INC | XP | 1,419,278 | $42.7M | 13.62% |
| 5 | VTEX | VTEX | 3,947,647 | $24.3M | 7.74% |
| 6 | NU HLDGS LTD | NU | 1,616,600 | $12.5M | 3.98% |
| 7 | GERDAU SA | GGB | 859,786 | $5.5M | 1.76% |
| 8 | VALE S A | VALE | 204,069 | $4.1M | 1.30% |
| 9 | MELI KASZEK PIONEER CORP | G5S74L106 | 269,765 | $2.8M | 0.89% |
| 10 | HPX CORP | HPQ | 60,000 | $603,000 | 0.19% |
| 11 | HPX CORP-A | HPQ | 30,000 | $297,600 | 0.09% |