13F HOLDINGS REPORT (Amended)
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Quarter ended Q4 2023 · Filed November 17, 2023 · Accession 0000947871-23-001090
Total Value
$1.45B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 27,253,602 | $197.6M | 13.63% |
| 2 | WALDENCAST PLC | WALDW | 15,332,933 | $144.4M | 9.96% |
| 3 | MERCADO LIBRE INC | MELI | 106,131 | $134.6M | 9.28% |
| 4 | INVESCO QQQ TR | IVZ | 352,000 | $126.6M | 8.74% |
| 5 | VALE SA | VALE | 7,233,364 | $96.9M | 6.69% |
| 6 | ISHARES TR | 464287655 | 535,000 | $94.9M | 6.55% |
| 7 | MERCADO LIBRE INC | MELI | 70,700 | $89.6M | 6.18% |
| 8 | RIO TINTO PLC | RTNTF | 1,080,000 | $68.7M | 4.74% |
| 9 | SPDR S&P 500 ETF TR | SPY | 160,000 | $68.6M | 4.73% |
| 10 | NATURA &CO HOLDING | 63884N108 | 10,749,456 | $62.0M | 4.28% |
| 11 | ISHARES INC | 464286608 | 1,377,000 | $58.3M | 4.02% |
| 12 | LINDE PLC | LIN | 107,368 | $40.0M | 2.76% |
| 13 | APPFOLIO INC | APPF | 211,948 | $38.7M | 2.67% |
| 14 | VTEX | VTEX | 6,611,822 | $33.1M | 2.29% |
| 15 | DANAHER CORPORATION | 235851102 | 120,533 | $29.9M | 2.06% |
| 16 | AMAZON COM INC | AMZN | 196,116 | $24.9M | 1.72% |
| 17 | TEMPUR SEALY INTL INC | SGI | 497,233 | $21.6M | 1.49% |
| 18 | AMPHENOL CORP NEW | 032095101 | 255,309 | $21.4M | 1.48% |
| 19 | GENERAL ELECTRIC CO | 369604301 | 187,248 | $20.7M | 1.43% |
| 20 | OKTA INC | OKTA | 184,317 | $15.0M | 1.04% |
| 21 | RYANAIR HOLDINGS PLC | RYAOF | 143,562 | $14.0M | 0.96% |
| 22 | ATLASSIAN CORPORATION | TEAM | 65,142 | $13.1M | 0.91% |
| 23 | NU HLDGS LTD | NU | 1,554,000 | $11.3M | 0.78% |
| 24 | HEICO CORP NEW | HEI-A | 80,726 | $10.4M | 0.72% |
| 25 | WALDENCAST PLC | WALDW | 6,247,776 | $5.6M | 0.39% |
| 26 | SUZANO S A | SUZ | 450,000 | $4.8M | 0.33% |
| 27 | DESCARTES SYS GROUP INC | 249906108 | 36,700 | $2.7M | 0.19% |