13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q2 2023 · Filed June 14, 2023 · Accession 0000947871-23-000679
Total Value
$742.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WALDENCAST PLC | WALDW | 14,658,333 | $133.0M | 17.93% |
| 2 | TEMPUR SEALY INTL INC | SGI | 3,835,712 | $131.7M | 17.75% |
| 3 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,473,002 | $88.4M | 11.92% |
| 4 | NATURA &CO HOLDING | 63884N108 | 16,368,053 | $70.9M | 9.55% |
| 5 | MERCADOLIBRE INC | MELI | 78,152 | $66.1M | 8.91% |
| 6 | NU HLDGS LTD | NU | 11,713,004 | $47.7M | 6.43% |
| 7 | APPFOLIO INC | APPF | 432,618 | $45.6M | 6.14% |
| 8 | VALE SA | VALE | 2,495,106 | $42.3M | 5.71% |
| 9 | AMAZON COM INC | AMZN | 477,933 | $40.1M | 5.41% |
| 10 | OKTA INC | OKTA | 511,507 | $35.0M | 4.71% |
| 11 | VTEX | VTEX | 3,215,399 | $12.1M | 1.63% |
| 12 | LINDE PLC | LIN | 35,350 | $11.5M | 1.55% |
| 13 | ATLASSIAN CORPORATION | TEAM | 60,410 | $7.8M | 1.05% |
| 14 | STEVANATO GROUP SPA | STVN | 327,184 | $5.9M | 0.79% |
| 15 | WALDENCAST PLC | WALDW | 6,247,776 | $3.9M | 0.52% |