DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2021 holdings

$963 Million is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 21 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.6% .

 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTERNATIONAL I$212,217
-11.4%
4,512,368
-9.0%
22.04%
-7.9%
NTCO BuyNATURA &CO HLDG S Aads$131,557
-21.4%
14,191,741
+40.7%
13.66%
-18.4%
APPF BuyAPPFOLIO INC$96,127
+14.3%
794,047
+13.8%
9.98%
+18.8%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$82,969
+14.4%
1,370,254
+8.2%
8.62%
+18.8%
VALE BuyVALE S Asponsored ads$80,087
+15.5%
5,712,368
+14.9%
8.32%
+20.0%
MELI BuyMERCADOLIBRE INC$74,104
-8.7%
54,957
+13.7%
7.70%
-5.2%
FB SellMETA PLATFORMS INCcl a$61,299
-1.2%
182,247
-0.3%
6.37%
+2.6%
GOOG SellALPHABET INCcap stk cl c$61,049
+1.1%
21,098
-6.0%
6.34%
+5.0%
OKTA BuyOKTA INCcl a$59,791
+91.7%
266,720
+99.6%
6.21%
+99.3%
XP BuyXP INCcl a$32,652
-6.0%
1,136,103
+31.3%
3.39%
-2.4%
ITUB SellITAU UNIBANCO HLDG S Aspon adr rep pfd$19,492
-47.5%
5,197,823
-26.2%
2.02%
-45.4%
NewNU HLDGS LTD$12,9291,378,374
+100.0%
1.34%
WALDU  WALDENCAST ACQUISITION CORPunit 03/11/2026$8,416
+2.5%
810,0000.0%0.87%
+6.5%
LEAPU  RIBBIT LEAP LTDunit 99/99/9999$7,743
-4.4%
779,0110.0%0.80%
-0.7%
TCVA SellTCV ACQUISITION CORP$6,686
-5.6%
678,067
-6.6%
0.69%
-2.0%
LEAP  RIBBIT LEAP LTD$4,358
-1.5%
435,3250.0%0.45%
+2.5%
GGB  GERDAU SAspon adr rep pfd$3,9900.0%810,9640.0%0.41%
+3.8%
 MELI KASZEK PIONEER CORPclass a ord$2,656
+4.6%
229,7320.0%0.28%
+8.7%
SellVTEX$2,469
-47.9%
230,363
-0.0%
0.26%
-46.0%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$2,018
-79.1%
19,719
-76.8%
0.21%
-78.2%
LEAPWS  RIBBIT LEAP LTD*w exp 09/09/202$112
-5.1%
87,0650.0%0.01%0.0%
STNE ExitSTONECO LTD$0-14,368
-100.0%
-0.05%
LOMA ExitLOMA NEGRA C I A S A MTNsponsored adr$0-1,605,030
-100.0%
-1.14%
Signed by
  • EMERSON ADRIANO FERRATO MELO — COO

Compare quarterly holdings

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings

EDGAR filings