13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000677
Total Value
$635.5M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC | SGI | 5,129,505 | $109.6M | 17.25% |
| 2 | NATURA &CO HOLDING | 63884N108 | 16,974,353 | $88.4M | 13.92% |
| 3 | APPFOLIO INC | APPF | 846,716 | $76.7M | 12.08% |
| 4 | VALE SA | VALE | 5,170,831 | $75.6M | 11.90% |
| 5 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,360,522 | $73.4M | 11.55% |
| 6 | MERCADOLIBRE INC | MELI | 81,099 | $51.6M | 8.13% |
| 7 | AMAZON COM INC | AMZN | 396,870 | $42.2M | 6.63% |
| 8 | OKTA INC | OKTA | 431,880 | $39.0M | 6.14% |
| 9 | XP INC | XP | 1,923,054 | $34.5M | 5.43% |
| 10 | NU HOLDINGS LTD | NU | 3,862,541 | $14.4M | 2.27% |
| 11 | VTEX | VTEX | 3,215,399 | $9.9M | 1.56% |
| 12 | WALDENCAST ACQUISITION CORP | WALDW | 810,000 | $8.2M | 1.29% |
| 13 | ATLASSIAN CORP PLC | TEAM | 43,070 | $8.1M | 1.27% |
| 14 | GERDAU SA | GGB | 810,964 | $3.5M | 0.55% |
| 15 | RYANAIR HOLDINGS PLC | RYAOF | 2,919 | $196,303 | 0.03% |
| 16 | RIBBIT LEAP LTD | G7552B113 | 86,778 | $19,091 | 0.00% |
| 17 | RIBBIT LEAP LTD | G7552B105 | 10 | $99 | 0.00% |