DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2021 holdings

$1 Billion is the total value of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.'s 22 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 18.2% .

 Value Shares↓ Weighting
TPX SellTEMPUR SEALY INTL INC$239,418
+18.2%
4,959,985
-4.0%
23.93%
+43.4%
NTCO SellNATURA &CO HOLDING S Aads$167,464
-29.4%
10,083,257
-3.6%
16.74%
-14.4%
APPF BuyAPPFOLIO INC$84,104
+4.5%
697,611
+22.4%
8.41%
+26.8%
MELI SellMERCADOLIBRE INC$81,207
+3.7%
48,355
-3.8%
8.12%
+25.9%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$72,552
+18.0%
1,266,913
+48.4%
7.25%
+43.2%
VALE SellVALE SAsponsored ads$69,366
-39.9%
4,971,994
-1.7%
6.93%
-27.0%
FB BuyFACEBOOK INCcl a$62,063
+9.2%
182,749
+11.9%
6.20%
+32.6%
GOOG SellALPHABET INCcap stk cl c$60,405
-27.4%
22,452
-32.4%
6.04%
-11.9%
ITUB BuyITAU UNIBANCO HLDG S Aspon adr rep pfd$37,134
+156.4%
7,046,377
+192.4%
3.71%
+211.1%
XP SellXP INCcl a$34,752
-43.9%
865,117
-39.2%
3.47%
-31.9%
OKTA BuyOKTA INCcl a$31,182
+21.5%
133,640
+27.4%
3.12%
+47.4%
LOMA SellLOMA NEGRA C I A S A MTNsponsored adr$11,444
-16.2%
1,605,030
-20.0%
1.14%
+1.7%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$9,653
-4.9%
85,139
-9.3%
0.96%
+15.4%
WALDU  WALDENCAST ACQUISITION CORPunit 03/11/2026$8,213
-1.3%
810,0000.0%0.82%
+19.7%
LEAPU  RIBBIT LEAP LTDunit 99/99/9999$8,102
-6.4%
779,0110.0%0.81%
+13.6%
TCVA  TCV ACQUISITION CORP$7,081
-1.6%
726,2370.0%0.71%
+19.4%
NewVTEX$4,739230,389
+100.0%
0.47%
LEAP  RIBBIT LEAP LTD$4,423
-5.0%
435,3250.0%0.44%
+15.4%
GGB  GERDAU SAspon adr rep pfd$3,990
-16.6%
810,9640.0%0.40%
+1.3%
NewMELI KASZEK PIONEER CORPclass a ord$2,539229,732
+100.0%
0.25%
STNE SellSTONECO LTD$499
-98.9%
14,368
-97.8%
0.05%
-98.6%
LEAPWS  RIBBIT LEAP LTD*w exp 09/09/202$118
-39.5%
87,0650.0%0.01%
-25.0%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-66,260
-100.0%
-1.50%
DDOG ExitDATADOG INC$0-736,635
-100.0%
-6.32%

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

The EDGAR filing(s) were signed by:

  • EMERSON ADRIANO FERRATO MELO — COO

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EDGAR filings