DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2021 holdings

$1.1 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 21 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 55.0% .

 Value Shares↓ Weighting
NTCO BuyNATURA &CO HLDG S Aads$197,256
-19.6%
18,366,889
+49.6%
17.92%
-0.0%
VALE SellVALE SAsponsored ads$184,345
-0.2%
10,606,737
-3.7%
16.75%
+24.2%
TPX SellTEMPUR SEALY INTL INC$167,921
-11.8%
4,593,018
-34.9%
15.26%
+9.7%
MELI SellMERCADOLIBRE INC$128,958
-21.6%
87,599
-10.8%
11.72%
-2.5%
APPF BuyAPPFOLIO INC$66,476
+50.1%
470,094
+91.1%
6.04%
+86.8%
GOOG SellALPHABET INCcap stk cl c$65,644
+7.7%
31,733
-8.8%
5.96%
+33.9%
XP SellXP INCcl a$60,400
-22.5%
1,603,392
-18.4%
5.49%
-3.6%
DDOG NewDATADOG INC$51,604619,200
+100.0%
4.69%
BUD SellANHEUSER-BUSCH INBEV SA/NVsponsored adr$50,242
-21.1%
799,396
-12.3%
4.56%
-1.9%
FB NewFACEBOOK INCcl a$45,576154,740
+100.0%
4.14%
STNE BuySTONECO LTD$24,210
+6.8%
395,459
+46.5%
2.20%
+32.9%
LOMA SellLOMA NEGRA CORPsponsored ads$13,999
-1.8%
2,211,509
-4.6%
1.27%
+22.1%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$8,629
-1.9%
75,039
-6.2%
0.78%
+22.1%
LEAPU BuyRIBBIT LEAP LTDunit 99/99/9999$8,569
-0.4%
779,011
+35.6%
0.78%
+24.0%
WALDU NewWALDENCAST ACQUISITION CORPunit 03/11/2026$8,092810,000
+100.0%
0.74%
OKTA NewOKTA INCcl a$7,28333,040
+100.0%
0.66%
GGB  GERDAU SAspon adr rep pfd$4,331
+14.4%
810,9640.0%0.39%
+42.2%
LEAP NewRIBBIT LEAP LTD$3,711337,325
+100.0%
0.34%
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 NewRIBBIT LEAP LTD*w exp 09/09/202$20267,465
+100.0%
0.02%
RWM ExitPROSHARES TRshrt russell2000$0-130,800
-100.0%
-0.24%
BBD ExitBANCO BRADESCO SAsp adr pfd new$0-895,818
-100.0%
-0.34%
DIS ExitDISNEY WALT CO$0-160,510
-100.0%
-2.12%
EA ExitELECTRONIC ARTS INC$0-533,614
-100.0%
-5.60%
CZZ ExitCOSAN LTD$0-8,771,001
-100.0%
-11.81%
Signed by
  • EMERSON ADRIANO FERRATO MELO — COO

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