13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000676
Total Value
$856.3M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATURA &CO HOLDING | 63884N108 | 14,995,810 | $163.8M | 19.12% |
| 2 | TEMPUR SEALY INTL INC | SGI | 4,888,026 | $136.5M | 15.94% |
| 3 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,936,380 | $116.3M | 13.58% |
| 4 | APPFOLIO INC | APPF | 764,183 | $86.5M | 10.10% |
| 5 | MERCADOLIBRE INC | MELI | 71,168 | $84.7M | 9.89% |
| 6 | VALE SA | VALE | 3,757,276 | $75.1M | 8.77% |
| 7 | OKTA INC | OKTA | 371,520 | $56.1M | 6.55% |
| 8 | META PLATFORMS INC | META | 217,187 | $48.3M | 5.64% |
| 9 | XP INC | XP | 1,345,353 | $40.5M | 4.73% |
| 10 | VTEX | VTEX | 2,978,374 | $18.3M | 2.14% |
| 11 | NU HOLDINGS LTD | NU | 1,367,070 | $10.6M | 1.23% |
| 12 | WALDENCAST ACQUISITION CORP | WALDW | 810,000 | $8.3M | 0.97% |
| 13 | GERDAU SA | GGB | 810,964 | $5.2M | 0.61% |
| 14 | RIBBIT LEAP LTD | G7552B121 | 306,386 | $3.0M | 0.36% |
| 15 | MELI KASZEK PIONEER CORP | G5S74L106 | 229,303 | $2.4M | 0.28% |
| 16 | RYANAIR HOLDINGS PLC | RYAOF | 8,819 | $768,311 | 0.09% |
| 17 | RIBBIT LEAP LTD | G7552B113 | 86,778 | $44,257 | 0.01% |