DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.5B
Holdings
17
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HOLDING | 25,124,779 | $274.4M | 18.15% | |
| 2 | MLB1MERCADOLIBRE INC | 195,072 | $232.0M | 15.35% | |
| 3 | BUDANHEUSER BUSCH INBEV SA/NV | 3,733,002 | $224.2M | 14.83% | |
| 4 | VALEVALE SA | 10,908,551 | $218.1M | 14.43% | |
| 5 | TPDTEMPUR SEALY INTL INC | 4,888,026 | $136.5M | 9.03% | |
| 6 | XPXP INC | 3,905,546 | $117.6M | 7.78% | |
| 7 | APPFAPPFOLIO INC | 764,183 | $86.5M | 5.72% | |
| 8 | OKTAOKTA INC | 371,520 | $56.1M | 3.71% | |
| 9 | VTEXVTEX | 8,639,029 | $53.1M | 3.52% | |
| 10 | METAMETA PLATFORMS INC | 217,187 | $48.3M | 3.20% | |
| 11 | NUNU HOLDINGS LTD | 3,960,398 | $30.6M | 2.02% | |
| 12 | GGBGERDAU SA | 2,342,640 | $15.1M | 1.00% | |
| 13 | —WALDENCAST ACQUISITION CORP | 810,000 | $8.3M | 0.55% | |
| 14 | —MELI KASZEK PIONEER CORP | 664,473 | $6.8M | 0.45% | |
| 15 | —RIBBIT LEAP LTD | 306,386 | $3.0M | 0.20% | |
| 16 | RYAAYRYANAIR HOLDINGS PLC | 8,819 | $768K | 0.05% | |
| 17 | —RIBBIT LEAP LTD | 86,778 | $44K | 0.00% |