DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$1.4B
Holdings
20
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HLDG SA | 12,273,743 | $245.5M | 17.93% | |
| 2 | TPDTEMPUR SEALY INTL INC | 7,050,246 | $190.4M | 13.90% | |
| 3 | VALEVALE SA | 11,019,399 | $184.7M | 13.49% | |
| 4 | MLB1MERCADOLIBRE INC | 98,214 | $164.5M | 12.02% | |
| 5 | CSANCOSAN LTD | 8,771,001 | $161.7M | 11.81% | |
| 6 | XPXP INC | 1,965,743 | $78.0M | 5.70% | |
| 7 | EAELECTRONIC ARTS INC | 533,614 | $76.6M | 5.60% | |
| 8 | BUDANHEUSER-BUSCH INBEV SA/NV | 911,096 | $63.7M | 4.65% | |
| 9 | GOOGALPHABET INC | 34,802 | $61.0M | 4.45% | |
| 10 | APPFAPPFOLIO INC | 245,931 | $44.3M | 3.23% | |
| 11 | DISDISNEY WALT CO | 160,510 | $29.1M | 2.12% | |
| 12 | STNESTONECO LTD | 270,025 | $22.7M | 1.65% | |
| 13 | LOMALOMA NEGRA CORP | 2,318,809 | $14.3M | 1.04% | |
| 14 | RYAAYRYANAIR HOLDINGS PLC | 79,974 | $8.8M | 0.64% | |
| 15 | —RIBBIT LEAP LTD | 574,700 | $8.6M | 0.63% | |
| 16 | BBDBANCO BRADESCO SA | 895,818 | $4.7M | 0.34% | |
| 17 | GGBGERDAU SA | 810,964 | $3.8M | 0.28% | |
| 18 | RWMPROSHARES TR | 130,800 | $3.3M | 0.24% | |
| 19 | ITUBITAU UNIBANCO HLDG SA | 480,446 | $2.9M | 0.21% | |
| 20 | —ALTIMETER GROWTH CORP | 63,998 | $832K | 0.06% |