DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2021 Filing
Filed August 12, 2021
Portfolio Value
$1.2B
Holdings
22
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HLDG S A | 10,458,657 | $237.3M | 19.55% | |
| 2 | TPDTEMPUR SEALY INTL INC | 5,168,939 | $202.6M | 16.69% | |
| 3 | VALEVALE SA | 5,057,066 | $115.4M | 9.50% | |
| 4 | GOOGALPHABET INC | 33,189 | $83.2M | 6.85% | |
| 5 | APPFAPPFOLIO INC | 569,932 | $80.5M | 6.63% | |
| 6 | MLB1MERCADOLIBRE INC | 50,255 | $78.3M | 6.45% | |
| 7 | DDOGDATADOG INC | 736,635 | $76.7M | 6.32% | |
| 8 | XPXP INC | 1,421,939 | $61.9M | 5.10% | |
| 9 | BUDANHEUSER-BUSCH INBEV SA/NV | 853,896 | $61.5M | 5.06% | |
| 10 | METAFACEBOOK INC | 163,380 | $56.8M | 4.68% | |
| 11 | STNESTONECO LTD | 655,681 | $44.0M | 3.62% | |
| 12 | OKTAOKTA INC | 104,910 | $25.7M | 2.11% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 66,260 | $18.3M | 1.50% | |
| 14 | ITUBITAU UNIBANCO HLDG S A | 2,409,911 | $14.5M | 1.19% | |
| 15 | LOMALOMA NEGRA CORP | 2,005,999 | $13.7M | 1.13% | |
| 16 | RYAAYRYANAIR HOLDINGS PLC | 93,839 | $10.2M | 0.84% | |
| 17 | —RIBBIT LEAP LTD | 779,011 | $8.7M | 0.71% | |
| 18 | —WALDENCAST ACQUISITION CORP | 810,000 | $8.3M | 0.69% | |
| 19 | —TCV ACQUISITION CORP | 726,237 | $7.2M | 0.59% | |
| 20 | GGBGERDAU SA | 810,964 | $4.8M | 0.39% | |
| 21 | —RIBBIT LEAP LTD | 435,325 | $4.7M | 0.38% | |
| 22 | —RIBBIT LEAP LTD | 87,065 | $195K | 0.02% |