DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2020 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2020 holdings
TickerName Value Shares↓ Weighting
NTCO NATURA &CO HLDG S AadsReduce  $290,720
14.3%
12,347,467
-0.8%
20.76%
5.0%
TPX TEMPUR SEALY INTL INCReduce  $208,522
4.3%
1,577,899
-6.6%
14.89%
-4.2%
MELI MERCADOLIBRE INCReduce  $133,907
-24.7%
123,704
-31.4%
9.56%
-30.8%
VALE VALE S Asponsored adsReduce  $122,848
-24.9%
9,023,645
-29.7%
8.77%
-31.1%
CZZ COSAN LTDAdd  $106,787
18.0%
7,191,016
19.7%
7.63%
8.4%
BUD ANHEUSER BUSCH INBEV S...sponsored adrReduce  $83,945
-1.1%
1,046,396
-5.1%
6.00%
-9.2%
GOOG ALPHABET INCcap stk cl cAdd  $81,032
65.8%
37,204
63.1%
5.79%
52.3%
EA ELECTRONIC ARTS INCAdd  $72,568
-6.2%
375,464
0.0%
5.18%
-13.8%
XP XP INCcl aAdd  $65,700
587.9%
1,575,908
593.2%
4.69%
531.5%
DIS DISNEY WALT COAdd  $50,086
1.7%
272,360
0.0%
3.58%
-6.6%
APPF APPFOLIO INCNew  $39,206186,3022.80%
RYAAY RYANAIR HOLDINGS PLCsponsored adsReduce  $36,295
-26.0%
78,874
-42.0%
2.59%
-32.0%
RWM PROSHARES TRshrt russell2000Reduce  $33,200
-5.7%
173,800
-2.9%
2.37%
-13.4%
SPOT SPOTIFY TECHNOLOGY S ANew  $29,78182,8302.13%
WORK SLACK TECHNOLOGIES INCNew  $26,925671,5001.92%
LOMA LOMA NEGRA CORPsponsored adsReduce  $10,678
-1.6%
2,477,422
-2.7%
0.76%
-9.6%
BBD BANCO BRADESCO S Asp adr pfd newAdd  $3,073
-10.0%
895,818
0.0%
0.22%
-17.4%
GGB GERDAU SAspon adr rep pfd  $3,001
25.0%
810,9640.0%0.21%
14.4%
ITUB ITAU UNIBANCO HLDG S Aspon adr rep pfdNew  $1,912480,4460.14%
GRUB GRUBHUB INCSold out  $0-272,253-2.27%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2020 Portfolio
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  • Quarter
    Q3 2020
  • Total value
    $1.4 Billion
  • Holdings
    19
  • Turnover
    31.2%
  • EDGAR