DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$1.0B
Holdings
22
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 4,959,985 | $239.4M | 23.93% | |
| 2 | NTCOYNATURA &CO HOLDING S A | 10,083,257 | $167.5M | 16.74% | |
| 3 | APPFAPPFOLIO INC | 697,611 | $84.1M | 8.41% | |
| 4 | MLB1MERCADOLIBRE INC | 48,355 | $81.2M | 8.12% | |
| 5 | BUDANHEUSER BUSCH INBEV SA/NV | 1,266,913 | $72.6M | 7.25% | |
| 6 | VALEVALE SA | 4,971,994 | $69.4M | 6.93% | |
| 7 | METAFACEBOOK INC | 182,749 | $62.1M | 6.20% | |
| 8 | GOOGALPHABET INC | 22,452 | $60.4M | 6.04% | |
| 9 | ITUBITAU UNIBANCO HLDG S A | 7,046,377 | $37.1M | 3.71% | |
| 10 | XPXP INC | 865,117 | $34.8M | 3.47% | |
| 11 | OKTAOKTA INC | 133,640 | $31.2M | 3.12% | |
| 12 | LOMALOMA NEGRA C I A S A MTN | 1,605,030 | $11.4M | 1.14% | |
| 13 | RYAAYRYANAIR HOLDINGS PLC | 85,139 | $9.7M | 0.96% | |
| 14 | —WALDENCAST ACQUISITION CORP | 810,000 | $8.2M | 0.82% | |
| 15 | —RIBBIT LEAP LTD | 779,011 | $8.1M | 0.81% | |
| 16 | —TCV ACQUISITION CORP | 726,237 | $7.1M | 0.71% | |
| 17 | VTEXVTEX | 230,389 | $4.7M | 0.47% | |
| 18 | —RIBBIT LEAP LTD | 435,325 | $4.4M | 0.44% | |
| 19 | GGBGERDAU SA | 810,964 | $4.0M | 0.40% | |
| 20 | —MELI KASZEK PIONEER CORP | 229,732 | $2.5M | 0.25% | |
| 21 | STNESTONECO LTD | 14,368 | $499K | 0.05% | |
| 22 | —RIBBIT LEAP LTD | 87,065 | $118K | 0.01% |