13F HOLDINGS REPORT (Amended)
Dynamo Administracao de Recursos Ltda.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000673
Total Value
$226.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 101,262 | $64.5M | 28.52% |
| 2 | ANHEUSER-BUSCH INBEV SA/NV | BUDFF | 1,191,655 | $64.3M | 28.43% |
| 3 | XP INC | XP | 2,151,077 | $38.6M | 17.08% |
| 4 | NATURA &CO HLDG S A | 63884N108 | 4,039,464 | $21.0M | 9.31% |
| 5 | NU HLDGS LTD | NU | 4,747,708 | $17.8M | 7.85% |
| 6 | VTEX | VTEX | 4,010,830 | $12.4M | 5.46% |
| 7 | GERDAU SA | GGB | 859,786 | $3.7M | 1.63% |
| 8 | VALE S A | VALE | 204,069 | $3.0M | 1.32% |
| 9 | HPX CORP | HPQ | 60,000 | $599,400 | 0.27% |
| 10 | HPX CORP-A | HPQ | 30,000 | $299,400 | 0.13% |