DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$980.5M
Holdings
15
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VALEVALE SA | 12,482,972 | $166.3M | 16.96% | |
| 2 | BUDANHEUSER BUSCH INBEV SA/NV | 3,010,970 | $138.5M | 14.13% | |
| 3 | TPDTEMPUR SEALY INTL INC | 4,568,928 | $135.0M | 13.77% | |
| 4 | NTCOYNATURA &CO HOLDING | 22,799,108 | $119.8M | 12.22% | |
| 5 | WALDWALDENCAST PLC | 14,658,333 | $90.4M | 9.22% | |
| 6 | APPFAPPFOLIO INC | 748,609 | $85.7M | 8.74% | |
| 7 | MLB1MERCADOLIBRE INC | 88,897 | $73.6M | 7.50% | |
| 8 | XPXP INC | 3,373,505 | $64.1M | 6.54% | |
| 9 | AMZNAMAZON COM INC | 300,663 | $27.1M | 2.76% | |
| 10 | OKTAOKTA INC | 524,957 | $25.0M | 2.55% | |
| 11 | VTEXVTEX | 6,657,343 | $24.6M | 2.51% | |
| 12 | NUNU HOLDINGS LTD | 3,529,378 | $15.5M | 1.58% | |
| 13 | GGBGERDAU SA | 1,621,943 | $7.3M | 0.75% | |
| 14 | STVNSTEVANATO GROUP SPA | 341,794 | $4.9M | 0.50% | |
| 15 | WALDWALDENCAST PLC | 6,247,776 | $2.5M | 0.26% |