$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 | Sell | NATURA &CO HLDG S Aads | $237,307 | +20.3% | 10,458,657 | -43.1% | 19.55% | +9.1% |
| TPX | Buy | TEMPUR SEALY INTL INC | $202,571 | +20.6% | 5,168,939 | +12.5% | 16.68% | +9.4% |
| VALE | Sell | VALE SAsponsored ads | $115,352 | -37.4% | 5,057,066 | -52.3% | 9.50% | -43.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $83,182 | +26.7% | 33,189 | +4.6% | 6.85% | +14.9% |
| APPF | Buy | APPFOLIO INC | $80,474 | +21.1% | 569,932 | +21.2% | 6.63% | +9.7% |
| MELI | Sell | MERCADOLIBRE INC | $78,287 | -39.3% | 50,255 | -42.6% | 6.45% | -45.0% |
| DDOG | Buy | DATADOG INC | $76,669 | +48.6% | 736,635 | +19.0% | 6.32% | +34.7% |
| XP | Sell | XP INCcl a | $61,925 | +2.5% | 1,421,939 | -11.3% | 5.10% | -7.1% |
| BUD | Buy | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $61,489 | +22.4% | 853,896 | +6.8% | 5.06% | +11.0% |
| FB | Buy | FACEBOOK INCcl a | $56,809 | +24.6% | 163,380 | +5.6% | 4.68% | +13.0% |
| STNE | Buy | STONECO LTD | $43,970 | +81.6% | 655,681 | +65.8% | 3.62% | +64.6% |
| OKTA | Buy | OKTA INCcl a | $25,669 | +252.5% | 104,910 | +217.5% | 2.11% | +219.3% |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $18,261 | – | 66,260 | +100.0% | 1.50% | – |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $14,484 | +507.8% | 2,409,911 | +401.6% | 1.19% | +449.8% |
| LOMA | Sell | LOMA NEGRA CORPsponsored ads | $13,661 | -2.4% | 2,005,999 | -9.3% | 1.12% | -11.6% |
| RYAAY | Buy | RYANAIR 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% | 779,011 | 0.0% | 0.71% | -8.5% | |
| WALDU | WALDENCAST ACQUISITION CORPunit 03/11/2026 | $8,323 | +2.9% | 810,000 | 0.0% | 0.69% | -6.7% | |
| TCVA | New | TCV ACQUISITION CORP | $7,197 | – | 726,237 | +100.0% | 0.59% | – |
| GGB | GERDAU SAspon adr rep pfd | $4,785 | +10.5% | 810,964 | 0.0% | 0.39% | 0.0% | |
| LEAP | Buy | RIBBIT LEAP LTD | $4,654 | +25.4% | 435,325 | +29.1% | 0.38% | +13.6% |
| LEAPWS | Buy | RIBBIT LEAP LTD*w exp 09/09/202 | $195 | -3.5% | 87,065 | +29.1% | 0.02% | -11.1% |
| AGCUU | Exit | ALTIMETER 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
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. holdings (13F-HR)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. significant holdings (13D/G)
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. ownership history
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. portfolio value
- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filings
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