DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2020 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2020 holdings
TickerName Value Shares↓ Weighting
NTCO NATURA &CO HLDG SAadsReduce  $245,475
-15.6%
12,273,743
-0.6%
17.93%
-13.7%
TPX TEMPUR SEALY INTL INCAdd  $190,357
-8.7%
7,050,246
346.8%
13.90%
-6.6%
VALE VALE SAsponsored adsAdd  $184,685
50.3%
11,019,399
22.1%
13.49%
53.7%
MELI MERCADOLIBRE INCReduce  $164,530
22.9%
98,214
-20.6%
12.02%
25.6%
CZZ COSAN LTDAdd  $161,650
51.4%
8,771,001
22.0%
11.81%
54.8%
XP XP INCcl aAdd  $77,981
18.7%
1,965,743
24.7%
5.70%
21.4%
EA ELECTRONIC ARTS INCAdd  $76,627
5.6%
533,614
42.1%
5.60%
8.0%
BUD ANHEUSER-BUSCH INBEV S...sponsored adrReduce  $63,695
-24.1%
911,096
-12.9%
4.65%
-22.4%
GOOG ALPHABET INCcap stk cl cReduce  $60,969
-24.8%
34,802
-6.5%
4.45%
-23.1%
APPF APPFOLIO INCAdd  $44,277
12.9%
245,931
32.0%
3.23%
15.5%
DIS DISNEY WALT COReduce  $29,081
-41.9%
160,510
-41.1%
2.12%
-40.6%
STNE STONECO LTDNew  $22,660270,0251.66%
LOMA LOMA NEGRA CORPsponsored adsReduce  $14,261
33.6%
2,318,809
-6.4%
1.04%
36.6%
RYAAY RYANAIR HOLDINGS PLCsponsored adsAdd  $8,796
-75.8%
79,974
1.4%
0.64%
-75.2%
LEAPU RIBBIT LEAP LTDunit 99/99/9999New  $8,603574,7000.63%
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 PROSHARES TRshrt russell2000Reduce  $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 ALTIMETER GROWTH CORPunit 99/99/9999New  $83263,9980.06%
WORK SLACK TECHNOLOGIES INCSold out  $0-671,500-1.92%
SPOT SPOTIFY TECHNOLOGY S ASold out  $0-82,830-2.13%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2020 Portfolio
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  • Quarter
    Q4 2020
  • Total value
    $1.37 Billion
  • Holdings
    20
  • Turnover
    26.3%
  • EDGAR