DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2021 13F Holdings

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2021 holdings
TickerName Value Shares↓ Weighting
NTCO NATURA &CO HLDG S AadsReduce  $237,307
20.3%
10,458,657
-43.1%
19.55%
9.1%
TPX TEMPUR SEALY INTL INCAdd  $202,571
20.6%
5,168,939
12.5%
16.68%
9.4%
VALE VALE SAsponsored adsReduce  $115,352
-37.4%
5,057,066
-52.3%
9.50%
-43.3%
GOOG ALPHABET INCcap stk cl cAdd  $83,182
26.7%
33,189
4.6%
6.85%
14.9%
APPF APPFOLIO INCAdd  $80,474
21.1%
569,932
21.2%
6.63%
9.7%
MELI MERCADOLIBRE INCReduce  $78,287
-39.3%
50,255
-42.6%
6.45%
-45.0%
DDOG DATADOG INCAdd  $76,669
48.6%
736,635
19.0%
6.32%
34.7%
XP XP INCcl aReduce  $61,925
2.5%
1,421,939
-11.3%
5.10%
-7.1%
BUD ANHEUSER-BUSCH INBEV S...sponsored adrAdd  $61,489
22.4%
853,896
6.8%
5.06%
11.0%
FB FACEBOOK INCcl aAdd  $56,809
24.6%
163,380
5.6%
4.68%
13.0%
STNE STONECO LTDAdd  $43,970
81.6%
655,681
65.8%
3.62%
64.6%
OKTA OKTA INCcl aAdd  $25,669
252.5%
104,910
217.5%
2.11%
219.3%
SPOT SPOTIFY TECHNOLOGY S ANew  $18,26166,2601.50%
ITUB ITAU UNIBANCO HLDG S Aspon adr rep pfdAdd  $14,484
507.8%
2,409,911
401.6%
1.19%
449.8%
LOMA LOMA NEGRA CORPsponsored adsReduce  $13,661
-2.4%
2,005,999
-9.3%
1.12%
-11.6%
RYAAY RYANAIR HOLDINGS PLCsponsored adsAdd  $10,154
17.7%
93,839
25.1%
0.84%
6.6%
LEAPU RIBBIT LEAP LTDunit 99/99/9999  $8,655
1.0%
779,0110.0%0.71%
-8.5%
WALDU WALDENCAST ACQUISITION...unit 03/11/2026  $8,323
2.9%
810,0000.0%0.69%
-6.7%
TCVA TCV ACQUISITION CORPNew  $7,197726,2370.59%
GGB GERDAU SAspon adr rep pfd  $4,785
10.5%
810,9640.0%0.39%0.0%
LEAP RIBBIT LEAP LTDAdd  $4,654
25.4%
435,325
29.1%
0.38%
13.6%
LEAPWS RIBBIT LEAP LTD*w exp 09/09/202Add  $195
-3.5%
87,065
29.1%
0.02%
-11.1%
AGCUU ALTIMETER GROWTH CORPunit 99/99/9999Sold out  $0-63,998-0.07%
  • DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $1.21 Billion
  • Holdings
    22
  • Turnover
    14.3%
  • EDGAR