DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$1.4B
Holdings
19
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HLDG S A | 12,347,467 | $290.7M | 20.76% | |
| 2 | TPDTEMPUR SEALY INTL INC | 1,577,899 | $208.5M | 14.89% | |
| 3 | MLB1MERCADOLIBRE INC | 123,704 | $133.9M | 9.56% | |
| 4 | VALEVALE S A | 9,023,645 | $122.8M | 8.77% | |
| 5 | CSANCOSAN LTD | 7,191,016 | $106.8M | 7.63% | |
| 6 | BUDANHEUSER BUSCH INBEV SA/NV | 1,046,396 | $83.9M | 6.00% | |
| 7 | GOOGALPHABET INC | 37,204 | $81.0M | 5.79% | |
| 8 | EAELECTRONIC ARTS INC | 375,464 | $72.6M | 5.18% | |
| 9 | XPXP INC | 1,575,908 | $65.7M | 4.69% | |
| 10 | DISDISNEY WALT CO | 272,360 | $50.1M | 3.58% | |
| 11 | APPFAPPFOLIO INC | 186,302 | $39.2M | 2.80% | |
| 12 | RYAAYRYANAIR HOLDINGS PLC | 78,874 | $36.3M | 2.59% | |
| 13 | RWMPROSHARES TR | 173,800 | $33.2M | 2.37% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 82,830 | $29.8M | 2.13% | |
| 15 | WORKSLACK TECHNOLOGIES INC | 671,500 | $26.9M | 1.92% | |
| 16 | LOMALOMA NEGRA CORP | 2,477,422 | $10.7M | 0.76% | |
| 17 | BBDBANCO BRADESCO S A | 895,818 | $3.1M | 0.22% | |
| 18 | GGBGERDAU SA | 810,964 | $3.0M | 0.21% | |
| 19 | ITUBITAU UNIBANCO HLDG S A | 480,446 | $1.9M | 0.14% |