DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2021 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2021 holdings
TickerName Value Shares↓ Weighting
TPX TEMPUR SEALY INTL INCReduce  $239,418
18.2%
4,959,985
-4.0%
23.93%
43.4%
NTCO NATURA &CO HOLDING S AadsReduce  $167,464
-29.4%
10,083,257
-3.6%
16.74%
-14.4%
APPF APPFOLIO INCAdd  $84,104
4.5%
697,611
22.4%
8.41%
26.8%
MELI MERCADOLIBRE INCReduce  $81,207
3.7%
48,355
-3.8%
8.12%
25.9%
BUD ANHEUSER BUSCH INBEV S...sponsored adrAdd  $72,552
18.0%
1,266,913
48.4%
7.25%
43.2%
VALE VALE SAsponsored adsReduce  $69,366
-39.9%
4,971,994
-1.7%
6.93%
-27.0%
FB FACEBOOK INCcl aAdd  $62,063
9.2%
182,749
11.9%
6.20%
32.6%
GOOG ALPHABET INCcap stk cl cReduce  $60,405
-27.4%
22,452
-32.4%
6.04%
-11.9%
ITUB ITAU UNIBANCO HLDG S Aspon adr rep pfdAdd  $37,134
156.4%
7,046,377
192.4%
3.71%
211.1%
XP XP INCcl aReduce  $34,752
-43.9%
865,117
-39.2%
3.47%
-31.9%
OKTA OKTA INCcl aAdd  $31,182
21.5%
133,640
27.4%
3.12%
47.4%
LOMA LOMA NEGRA C I A S A MTNsponsored adrReduce  $11,444
-16.2%
1,605,030
-20.0%
1.14%
1.7%
RYAAY RYANAIR HOLDINGS PLCsponsored adsReduce  $9,653
-4.9%
85,139
-9.3%
0.96%
15.4%
WALDU WALDENCAST ACQUISITION...unit 03/11/2026  $8,213
-1.3%
810,0000.0%0.82%
19.7%
LEAPU RIBBIT LEAP LTDunit 99/99/9999  $8,102
-6.4%
779,0110.0%0.81%
13.6%
TCVA TCV ACQUISITION CORP  $7,081
-1.6%
726,2370.0%0.71%
19.4%
VTEXNew  $4,739230,3890.47%
LEAP RIBBIT LEAP LTD  $4,423
-5.0%
435,3250.0%0.44%
15.4%
GGB GERDAU SAspon adr rep pfd  $3,990
-16.6%
810,9640.0%0.40%
1.3%
MELI KASZEK PIONEER CORPclass a ordNew  $2,539229,7320.25%
STNE STONECO LTDReduce  $499
-98.9%
14,368
-97.8%
0.05%
-98.6%
LEAPWS RIBBIT LEAP LTD*w exp 09/09/202  $118
-39.5%
87,0650.0%0.01%
-25.0%
SPOT SPOTIFY TECHNOLOGY S ASold out  $0-66,260-1.50%
DDOG DATADOG INCSold out  $0-736,635-6.32%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $1 Billion
  • Holdings
    22
  • Turnover
    18.2%
  • EDGAR