$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 | Sell | TEMPUR SEALY INTERNATIONAL I | $212,217 | -11.4% | 4,512,368 | -9.0% | 22.04% | -7.9% |
| NTCO | Buy | NATURA &CO HLDG S Aads | $131,557 | -21.4% | 14,191,741 | +40.7% | 13.66% | -18.4% |
| APPF | Buy | APPFOLIO INC | $96,127 | +14.3% | 794,047 | +13.8% | 9.98% | +18.8% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $82,969 | +14.4% | 1,370,254 | +8.2% | 8.62% | +18.8% |
| VALE | Buy | VALE S Asponsored ads | $80,087 | +15.5% | 5,712,368 | +14.9% | 8.32% | +20.0% |
| MELI | Buy | MERCADOLIBRE INC | $74,104 | -8.7% | 54,957 | +13.7% | 7.70% | -5.2% |
| FB | Sell | META PLATFORMS INCcl a | $61,299 | -1.2% | 182,247 | -0.3% | 6.37% | +2.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $61,049 | +1.1% | 21,098 | -6.0% | 6.34% | +5.0% |
| OKTA | Buy | OKTA INCcl a | $59,791 | +91.7% | 266,720 | +99.6% | 6.21% | +99.3% |
| XP | Buy | XP INCcl a | $32,652 | -6.0% | 1,136,103 | +31.3% | 3.39% | -2.4% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $19,492 | -47.5% | 5,197,823 | -26.2% | 2.02% | -45.4% |
| New | NU HLDGS LTD | $12,929 | – | 1,378,374 | +100.0% | 1.34% | – | |
| WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,416 | +2.5% | 810,000 | 0.0% | 0.87% | +6.5% | |
| LEAPU | RIBBIT LEAP LTDunit 99/99/9999 | $7,743 | -4.4% | 779,011 | 0.0% | 0.80% | -0.7% | |
| TCVA | Sell | TCV ACQUISITION CORP | $6,686 | -5.6% | 678,067 | -6.6% | 0.69% | -2.0% |
| LEAP | RIBBIT LEAP LTD | $4,358 | -1.5% | 435,325 | 0.0% | 0.45% | +2.5% | |
| GGB | GERDAU SAspon adr rep pfd | $3,990 | 0.0% | 810,964 | 0.0% | 0.41% | +3.8% | |
| MELI KASZEK PIONEER CORPclass a ord | $2,656 | +4.6% | 229,732 | 0.0% | 0.28% | +8.7% | ||
| Sell | VTEX | $2,469 | -47.9% | 230,363 | -0.0% | 0.26% | -46.0% | |
| RYAAY | Sell | RYANAIR 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% | 87,065 | 0.0% | 0.01% | 0.0% | |
| STNE | Exit | STONECO LTD | $0 | – | -14,368 | -100.0% | -0.05% | – |
| LOMA | Exit | LOMA NEGRA C I A S A MTNsponsored adr | $0 | – | -1,605,030 | -100.0% | -1.14% | – |
Source
Signed by
- EMERSON ADRIANO FERRATO MELO — COO
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. holdings (13F-HR)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. significant holdings (13D/G)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ownership history
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. portfolio value
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filings
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