DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2021 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2021 holdings
TickerName Value Shares↓ Weighting
NTCO NATURA &CO HLDG S AadsAdd  $197,256
-19.6%
18,366,889
49.6%
17.92%
-0.0%
VALE VALE SAsponsored adsReduce  $184,345
-0.2%
10,606,737
-3.7%
16.75%
24.2%
TPX TEMPUR SEALY INTL INCReduce  $167,921
-11.8%
4,593,018
-34.9%
15.26%
9.7%
MELI MERCADOLIBRE INCReduce  $128,958
-21.6%
87,599
-10.8%
11.72%
-2.5%
APPF APPFOLIO INCAdd  $66,476
50.1%
470,094
91.1%
6.04%
86.8%
GOOG ALPHABET INCcap stk cl cReduce  $65,644
7.7%
31,733
-8.8%
5.96%
33.9%
XP XP INCcl aReduce  $60,400
-22.5%
1,603,392
-18.4%
5.49%
-3.6%
DDOG DATADOG INCNew  $51,604619,2004.69%
BUD ANHEUSER-BUSCH INBEV S...sponsored adrReduce  $50,242
-21.1%
799,396
-12.3%
4.56%
-1.9%
FB FACEBOOK INCcl aNew  $45,576154,7404.14%
STNE STONECO LTDAdd  $24,210
6.8%
395,459
46.5%
2.20%
32.9%
LOMA LOMA NEGRA CORPsponsored adsReduce  $13,999
-1.8%
2,211,509
-4.6%
1.27%
22.1%
RYAAY RYANAIR HOLDINGS PLCsponsored adsReduce  $8,629
-1.9%
75,039
-6.2%
0.78%
22.1%
LEAPU RIBBIT LEAP LTDunit 99/99/9999Add  $8,569
-0.4%
779,011
35.6%
0.78%
24.0%
WALDU WALDENCAST ACQUISITION...unit 03/11/2026New  $8,092810,0000.74%
OKTA OKTA INCcl aNew  $7,28333,0400.66%
GGB GERDAU SAspon adr rep pfd  $4,331
14.4%
810,9640.0%0.39%
42.2%
LEAP RIBBIT LEAP LTDNew  $3,711337,3250.34%
ITUB ITAU UNIBANCO HLDG S Aspon adr rep pfd  $2,383
-18.6%
480,4460.0%0.22%
1.4%
AGCUU ALTIMETER GROWTH CORPunit 99/99/9999  $783
-5.9%
63,9980.0%0.07%
16.4%
LEAPWS RIBBIT LEAP LTD*w exp 09/09/202New  $20267,4650.02%
RWM PROSHARES TRshrt russell2000Sold out  $0-130,800-0.24%
BBD BANCO BRADESCO SAsp adr pfd newSold out  $0-895,818-0.34%
DIS DISNEY WALT COSold out  $0-160,510-2.12%
EA ELECTRONIC ARTS INCSold out  $0-533,614-5.60%
CZZ COSAN LTDSold out  $0-8,771,001-11.81%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2021 Portfolio
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  • Quarter
    Q1 2021
  • Total value
    $1.1 Billion
  • Holdings
    21
  • Turnover
    55.0%
  • EDGAR