13F HOLDINGS REPORT (Amended)
Dynamo Administracao de Recursos Ltda.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000674
Total Value
$205.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANHEUSER-BUSCH INBEV SA/NV | BUDFF | 1,642,288 | $74.2M | 36.03% |
| 2 | MERCADOLIBRE INC | MELI | 50,989 | $42.2M | 20.50% |
| 3 | XP INC | XP | 1,808,906 | $34.4M | 16.71% |
| 4 | NATURA &CO HLDG S A | 63884N108 | 4,039,464 | $22.1M | 10.71% |
| 5 | VTEX | VTEX | 4,010,830 | $14.8M | 7.21% |
| 6 | NU HLDGS LTD | NU | 2,111,881 | $9.3M | 4.51% |
| 7 | VALE S A | VALE | 372,619 | $5.0M | 2.41% |
| 8 | GERDAU SA | GGB | 859,786 | $3.9M | 1.89% |
| 9 | HPX CORP-A | HPQ | 189,400 | $45,456 | 0.02% |