13F HOLDINGS REPORT
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000947871-23-000860
Total Value
$866.3M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATURA &CO HOLDING | 63884N108 | 24,040,475 | $167.6M | 19.34% |
| 2 | NU HLDGS LTD | NU | 13,368,929 | $105.5M | 12.18% |
| 3 | VALE SA | VALE | 6,820,538 | $91.5M | 10.57% |
| 4 | WALDENCAST PLC | WALDW | 14,658,333 | $79.1M | 9.13% |
| 5 | Vale SA | VALE | 4,980,000 | $66.8M | 7.71% |
| 6 | APPFOLIO INC | APPF | 248,667 | $42.8M | 4.94% |
| 7 | LINDE PLC | LIN | 111,915 | $42.6M | 4.92% |
| 8 | AMAZON COM INC | AMZN | 292,602 | $38.1M | 4.40% |
| 9 | SUZANO S A | SUZ | 4,125,375 | $38.0M | 4.39% |
| 10 | TEMPUR SEALY INTL INC | SGI | 794,603 | $31.8M | 3.68% |
| 11 | DANAHER CORPORATION | 235851102 | 125,614 | $30.1M | 3.48% |
| 12 | WALDENCAST PLC | WALDW | 6,247,776 | $24.1M | 2.79% |
| 13 | OKTA INC | OKTA | 267,237 | $18.5M | 2.14% |
| 14 | AMPHENOL CORP NEW | 032095101 | 200,017 | $17.0M | 1.96% |
| 15 | VTEX | VTEX | 3,200,885 | $15.4M | 1.77% |
| 16 | RYANAIR HOLDINGS PLC | RYAOF | 129,418 | $14.3M | 1.65% |
| 17 | NU HLDGS LTD | NU | 1,554,000 | $12.3M | 1.42% |
| 18 | ATLASSIAN CORPORATION | TEAM | 67,897 | $11.4M | 1.32% |
| 19 | HEICO CORP NEW | HEI-A | 63,403 | $8.9M | 1.03% |
| 20 | STEVANATO GROUP SPA | STVN | 262,971 | $8.5M | 0.98% |
| 21 | ISHARES TR | 464287655 | 5,000 | $936,350 | 0.11% |
| 22 | PROSHARES TR | 74348A210 | 36,000 | $821,880 | 0.09% |