DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2021 holdings

$1.21 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 22 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 14.3% .

 Value Shares↓ Weighting
NTCO SellNATURA &CO HLDG S Aads$237,307
+20.3%
10,458,657
-43.1%
19.55%
+9.1%
TPX BuyTEMPUR SEALY INTL INC$202,571
+20.6%
5,168,939
+12.5%
16.68%
+9.4%
VALE SellVALE SAsponsored ads$115,352
-37.4%
5,057,066
-52.3%
9.50%
-43.3%
GOOG BuyALPHABET INCcap stk cl c$83,182
+26.7%
33,189
+4.6%
6.85%
+14.9%
APPF BuyAPPFOLIO INC$80,474
+21.1%
569,932
+21.2%
6.63%
+9.7%
MELI SellMERCADOLIBRE INC$78,287
-39.3%
50,255
-42.6%
6.45%
-45.0%
DDOG BuyDATADOG INC$76,669
+48.6%
736,635
+19.0%
6.32%
+34.7%
XP SellXP INCcl a$61,925
+2.5%
1,421,939
-11.3%
5.10%
-7.1%
BUD BuyANHEUSER-BUSCH INBEV SA/NVsponsored adr$61,489
+22.4%
853,896
+6.8%
5.06%
+11.0%
FB BuyFACEBOOK INCcl a$56,809
+24.6%
163,380
+5.6%
4.68%
+13.0%
STNE BuySTONECO LTD$43,970
+81.6%
655,681
+65.8%
3.62%
+64.6%
OKTA BuyOKTA INCcl a$25,669
+252.5%
104,910
+217.5%
2.11%
+219.3%
SPOT NewSPOTIFY TECHNOLOGY S A$18,26166,260
+100.0%
1.50%
ITUB BuyITAU UNIBANCO HLDG S Aspon adr rep pfd$14,484
+507.8%
2,409,911
+401.6%
1.19%
+449.8%
LOMA SellLOMA NEGRA CORPsponsored ads$13,661
-2.4%
2,005,999
-9.3%
1.12%
-11.6%
RYAAY BuyRYANAIR HOLDINGS PLCsponsored ads$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 CORPunit 03/11/2026$8,323
+2.9%
810,0000.0%0.69%
-6.7%
TCVA NewTCV ACQUISITION CORP$7,197726,237
+100.0%
0.59%
GGB  GERDAU SAspon adr rep pfd$4,785
+10.5%
810,9640.0%0.39%0.0%
LEAP BuyRIBBIT LEAP LTD$4,654
+25.4%
435,325
+29.1%
0.38%
+13.6%
LEAPWS BuyRIBBIT LEAP LTD*w exp 09/09/202$195
-3.5%
87,065
+29.1%
0.02%
-11.1%
AGCUU ExitALTIMETER GROWTH CORPunit 99/99/9999$0-63,998
-100.0%
-0.07%

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

The EDGAR filing(s) were signed by:

  • EMERSON ADRIANO FERRATO MELO — COO

Compare quarterly holdings

Export DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s holdings

EDGAR filings