13F HOLDINGS REPORT (Amended)
Dynamo Administracao de Recursos Ltda.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000675
Total Value
$131.8M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANHEUSER-BUSCH INBEV SA/NV | BUDFF | 928,127 | $55.7M | 42.28% |
| 2 | MERCADOLIBRE INC | MELI | 50,824 | $43.0M | 32.63% |
| 3 | NATURA &CO HLDG S A | 63884N108 | 4,039,464 | $17.5M | 13.27% |
| 4 | VTEX | VTEX | 4,010,830 | $15.0M | 11.41% |
| 5 | NU HLDGS LTD | NU | 101,584 | $413,447 | 0.31% |
| 6 | VALE S A | VALE | 7,863 | $133,435 | 0.10% |