| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| NTCO | NATURA &CO HLDG S Aads | Reduce | $237,307 | 20.3% | 10,458,657 | -43.1% | 19.55% | 9.1% |
| TPX | TEMPUR SEALY INTL INC | Add | $202,571 | 20.6% | 5,168,939 | 12.5% | 16.68% | 9.4% |
| VALE | VALE SAsponsored ads | Reduce | $115,352 | -37.4% | 5,057,066 | -52.3% | 9.50% | -43.3% |
| GOOG | ALPHABET INCcap stk cl c | Add | $83,182 | 26.7% | 33,189 | 4.6% | 6.85% | 14.9% |
| APPF | APPFOLIO INC | Add | $80,474 | 21.1% | 569,932 | 21.2% | 6.63% | 9.7% |
| MELI | MERCADOLIBRE INC | Reduce | $78,287 | -39.3% | 50,255 | -42.6% | 6.45% | -45.0% |
| DDOG | DATADOG INC | Add | $76,669 | 48.6% | 736,635 | 19.0% | 6.32% | 34.7% |
| XP | XP INCcl a | Reduce | $61,925 | 2.5% | 1,421,939 | -11.3% | 5.10% | -7.1% |
| BUD | ANHEUSER-BUSCH INBEV S...sponsored adr | Add | $61,489 | 22.4% | 853,896 | 6.8% | 5.06% | 11.0% |
| FB | FACEBOOK INCcl a | Add | $56,809 | 24.6% | 163,380 | 5.6% | 4.68% | 13.0% |
| STNE | STONECO LTD | Add | $43,970 | 81.6% | 655,681 | 65.8% | 3.62% | 64.6% |
| OKTA | OKTA INCcl a | Add | $25,669 | 252.5% | 104,910 | 217.5% | 2.11% | 219.3% |
| SPOT | SPOTIFY TECHNOLOGY S A | New | $18,261 | – | 66,260 | – | 1.50% | – |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | Add | $14,484 | 507.8% | 2,409,911 | 401.6% | 1.19% | 449.8% |
| LOMA | LOMA NEGRA CORPsponsored ads | Reduce | $13,661 | -2.4% | 2,005,999 | -9.3% | 1.12% | -11.6% |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | Add | $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...unit 03/11/2026 | $8,323 | 2.9% | 810,000 | 0.0% | 0.69% | -6.7% | |
| TCVA | TCV ACQUISITION CORP | New | $7,197 | – | 726,237 | – | 0.59% | – |
| GGB | GERDAU SAspon adr rep pfd | $4,785 | 10.5% | 810,964 | 0.0% | 0.39% | 0.0% | |
| LEAP | RIBBIT LEAP LTD | Add | $4,654 | 25.4% | 435,325 | 29.1% | 0.38% | 13.6% |
| LEAPWS | RIBBIT LEAP LTD*w exp 09/09/202 | Add | $195 | -3.5% | 87,065 | 29.1% | 0.02% | -11.1% |
| AGCUU | ALTIMETER GROWTH CORPunit 99/99/9999 | Sold out | $0 | – | -63,998 | – | -0.07% | – |
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- DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2021 Portfolio
- Add to Watchlist Similar Filers BETA
- QuarterQ2 2021
- Total value$1.21 Billion
- Holdings22
- Turnover14.3%
- EDGAR