DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$866.3B
Holdings
20
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HOLDING | 24,040,475 | $167.6B | 19.34% | |
| 2 | NUNU HLDGS LTD | 14,922,929 | $117.7B | 13.59% | Call |
| 3 | VALEVALE SA | 6,820,538 | $91.5B | 10.57% | |
| 4 | WALDWALDENCAST PLC | 14,658,333 | $79.1B | 9.13% | |
| 5 | VALEVale SA | 4,980,000 | $66.8B | 7.71% | Call |
| 6 | APPFAPPFOLIO INC | 248,667 | $42.8B | 4.94% | |
| 7 | LINLINDE PLC | 111,915 | $42.6B | 4.92% | |
| 8 | AMZNAMAZON COM INC | 292,602 | $38.1B | 4.40% | |
| 9 | SUZSUZANO S A | 4,125,375 | $38.0B | 4.39% | |
| 10 | TPDTEMPUR SEALY INTL INC | 794,603 | $31.8B | 3.68% | |
| 11 | DHRDANAHER CORPORATION | 125,614 | $30.1B | 3.48% | |
| 12 | WALDWALDENCAST PLC | 6,247,776 | $24.1B | 2.79% | |
| 13 | OKTAOKTA INC | 267,237 | $18.5B | 2.14% | |
| 14 | APHAMPHENOL CORP NEW | 200,017 | $17.0B | 1.96% | |
| 15 | VTEXVTEX | 3,200,885 | $15.4B | 1.77% | |
| 16 | RYAAYRYANAIR HOLDINGS PLC | 129,418 | $14.3B | 1.65% | |
| 17 | TEAMATLASSIAN CORPORATION | 67,897 | $11.4B | 1.32% | |
| 18 | HEIHEICO CORP NEW | 63,403 | $8.9B | 1.03% | |
| 19 | STVNSTEVANATO GROUP SPA | 262,971 | $8.5B | 0.98% | |
| 20 | IWMISHARES TR | 5,000 | $936.4M | 0.11% | |
| 21 | RWMPROSHARES TR | 36,000 | $821.9M | 0.09% |