DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2020 holdings

$1.37 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 20 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 26.3% .

 Value Shares↓ Weighting
NTCO SellNATURA &CO HLDG SAads$245,475
-15.6%
12,273,743
-0.6%
17.93%
-13.7%
TPX BuyTEMPUR SEALY INTL INC$190,357
-8.7%
7,050,246
+346.8%
13.90%
-6.6%
VALE BuyVALE SAsponsored ads$184,685
+50.3%
11,019,399
+22.1%
13.49%
+53.7%
MELI SellMERCADOLIBRE INC$164,530
+22.9%
98,214
-20.6%
12.02%
+25.6%
CZZ BuyCOSAN LTD$161,650
+51.4%
8,771,001
+22.0%
11.81%
+54.8%
XP BuyXP INCcl a$77,981
+18.7%
1,965,743
+24.7%
5.70%
+21.4%
EA BuyELECTRONIC ARTS INC$76,627
+5.6%
533,614
+42.1%
5.60%
+8.0%
BUD SellANHEUSER-BUSCH INBEV SA/NVsponsored adr$63,695
-24.1%
911,096
-12.9%
4.65%
-22.4%
GOOG SellALPHABET INCcap stk cl c$60,969
-24.8%
34,802
-6.5%
4.45%
-23.1%
APPF BuyAPPFOLIO INC$44,277
+12.9%
245,931
+32.0%
3.23%
+15.5%
DIS SellDISNEY WALT CO$29,081
-41.9%
160,510
-41.1%
2.12%
-40.6%
STNE NewSTONECO LTD$22,660270,025
+100.0%
1.66%
LOMA SellLOMA NEGRA CORPsponsored ads$14,261
+33.6%
2,318,809
-6.4%
1.04%
+36.6%
RYAAY BuyRYANAIR HOLDINGS PLCsponsored ads$8,796
-75.8%
79,974
+1.4%
0.64%
-75.2%
LEAPU NewRIBBIT LEAP LTDunit 99/99/9999$8,603574,700
+100.0%
0.63%
BBD  BANCO BRADESCO SAsp adr pfd new$4,712
+53.3%
895,8180.0%0.34%
+57.1%
GGB  GERDAU SAspon adr rep pfd$3,787
+26.2%
810,9640.0%0.28%
+29.4%
RWM SellPROSHARES TRshrt russell2000$3,325
-90.0%
130,800
-24.7%
0.24%
-89.8%
ITUB  ITAU UNIBANCO HLDG SAspon adr rep pfd$2,926
+53.0%
480,4460.0%0.21%
+56.2%
AGCUU NewALTIMETER GROWTH CORPunit 99/99/9999$83263,998
+100.0%
0.06%
WORK ExitSLACK TECHNOLOGIES INC$0-671,500
-100.0%
-1.92%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-82,830
-100.0%
-2.13%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • EMERSON ADRIANO FERRATO MELO — COO

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EDGAR filings