$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 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Buy | TEMPUR SEALY INTL INC | $202,571,000 | +20.6% | 5,168,939 | +12.5% | 16.68% | +9.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $83,182,000 | +26.7% | 33,189 | +4.6% | 6.85% | +14.9% |
| APPF | Buy | APPFOLIO INC | $80,474,000 | +21.1% | 569,932 | +21.2% | 6.63% | +9.7% |
| DDOG | Buy | DATADOG INC | $76,669,000 | +48.6% | 736,635 | +19.0% | 6.32% | +34.7% |
| BUD | Buy | ANHEUSER-BUSCH INBEV SA/NVsponsored adr | $61,489,000 | +22.4% | 853,896 | +6.8% | 5.06% | +11.0% |
| FB | Buy | FACEBOOK INCcl a | $56,809,000 | +24.6% | 163,380 | +5.6% | 4.68% | +13.0% |
| STNE | Buy | STONECO LTD | $43,970,000 | +81.6% | 655,681 | +65.8% | 3.62% | +64.6% |
| OKTA | Buy | OKTA INCcl a | $25,669,000 | +252.5% | 104,910 | +217.5% | 2.11% | +219.3% |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $18,261,000 | – | 66,260 | +100.0% | 1.50% | – |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $14,484,000 | +507.8% | 2,409,911 | +401.6% | 1.19% | +449.8% |
| RYAAY | Buy | RYANAIR HOLDINGS PLCsponsored ads | $10,154,000 | +17.7% | 93,839 | +25.1% | 0.84% | +6.6% |
| TCVA | New | TCV ACQUISITION CORP | $7,197,000 | – | 726,237 | +100.0% | 0.59% | – |
| LEAP | Buy | RIBBIT LEAP LTD | $4,654,000 | +25.4% | 435,325 | +29.1% | 0.38% | +13.6% |
| LEAPWS | Buy | RIBBIT LEAP LTD*w exp 09/09/202 | $195,000 | -3.5% | 87,065 | +29.1% | 0.02% | -11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TEMPUR SEALY INTL INC | 37 | Q3 2023 | 28.4% |
| ANHEUSER-BUSCH INBEV SA/NV | 37 | Q4 2022 | 24.7% |
| COSAN LTD | 31 | Q4 2020 | 11.8% |
| MERCADOLIBRE INC | 28 | Q3 2023 | 34.7% |
| COTY INC | 23 | Q4 2018 | 36.2% |
| VALE SA | 19 | Q3 2023 | 16.7% |
| GERDAU SA | 19 | Q3 2022 | 4.7% |
| NATURA &CO HOLDING S A | 15 | Q3 2023 | 20.8% |
| KRAFT HEINZ CO | 15 | Q1 2019 | 20.3% |
| SPECTRUM BRANDS HLDGS INC424456 | 15 | Q3 2018 | 12.8% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Cosan Ltd. | February 16, 2021 | 8,771,001 | 6.9% |
| AVON PRODUCTS INC | February 14, 2020 | 31,878,494 | 7.2% |
| Garrett Motion Inc. | February 14, 2020 | 3,773,845 | 5.0% |
| TEMPUR SEALY INTERNATIONAL, INC. | February 14, 2019 | 2,723,121 | 5.0% |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13D/A | 2023-12-01 |
| 13F-HR/A | 2023-11-17 |
| 13F-HR | 2023-11-14 |
| SC 13D/A | 2023-09-21 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-06-14 |
View DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.