DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.4B
Holdings
17
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VALEVALE SA | 20,677,522 | $302.5M | 21.60% | |
| 2 | BUDANHEUSER BUSCH INBEV SA/NV | 4,025,638 | $217.2M | 15.51% | |
| 3 | MLB1MERCADOLIBRE INC | 307,242 | $195.7M | 13.97% | |
| 4 | NTCOYNATURA &CO HOLDING | 31,181,240 | $162.5M | 11.60% | |
| 5 | XPXP INC | 7,369,158 | $132.3M | 9.45% | |
| 6 | TPDTEMPUR SEALY INTL INC | 5,129,505 | $109.6M | 7.83% | |
| 7 | APPFAPPFOLIO INC | 846,716 | $76.7M | 5.48% | |
| 8 | NUNU HOLDINGS LTD | 14,633,351 | $54.7M | 3.91% | |
| 9 | AMZNAMAZON COM INC | 396,870 | $42.2M | 3.01% | |
| 10 | OKTAOKTA INC | 431,880 | $39.0M | 2.79% | |
| 11 | VTEXVTEX | 12,181,961 | $37.5M | 2.68% | |
| 12 | GGBGERDAU SA | 3,243,811 | $13.9M | 0.99% | |
| 13 | —WALDENCAST ACQUISITION CORP | 810,000 | $8.2M | 0.58% | |
| 14 | TEAMATLASSIAN CORP PLC | 43,070 | $8.1M | 0.58% | |
| 15 | RYAAYRYANAIR HOLDINGS PLC | 2,919 | $196K | 0.01% | |
| 16 | —RIBBIT LEAP LTD | 86,778 | $19K | 0.00% | |
| 17 | —RIBBIT LEAP LTD | 10 | $0 | 0.00% |