DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$962.7M
Holdings
21
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTERNATIONAL I | 4,512,368 | $212.2M | 22.04% | |
| 2 | NTCOYNATURA &CO HLDG S A | 14,191,741 | $131.6M | 13.67% | |
| 3 | APPFAPPFOLIO INC | 794,047 | $96.1M | 9.98% | |
| 4 | BUDANHEUSER BUSCH INBEV SA/NV | 1,370,254 | $83.0M | 8.62% | |
| 5 | VALEVALE S A | 5,712,368 | $80.1M | 8.32% | |
| 6 | MLB1MERCADOLIBRE INC | 54,957 | $74.1M | 7.70% | |
| 7 | METAMETA PLATFORMS INC | 182,247 | $61.3M | 6.37% | |
| 8 | GOOGALPHABET INC | 21,098 | $61.0M | 6.34% | |
| 9 | OKTAOKTA INC | 266,720 | $59.8M | 6.21% | |
| 10 | XPXP INC | 1,136,103 | $32.7M | 3.39% | |
| 11 | ITUBITAU UNIBANCO HLDG S A | 5,197,823 | $19.5M | 2.02% | |
| 12 | NUNU HLDGS LTD | 1,378,374 | $12.9M | 1.34% | |
| 13 | —WALDENCAST ACQUISITION CORP | 810,000 | $8.4M | 0.87% | |
| 14 | —RIBBIT LEAP LTD | 779,011 | $7.7M | 0.80% | |
| 15 | —TCV ACQUISITION CORP | 678,067 | $6.7M | 0.69% | |
| 16 | —RIBBIT LEAP LTD | 435,325 | $4.4M | 0.45% | |
| 17 | GGBGERDAU SA | 810,964 | $4.0M | 0.41% | |
| 18 | —MELI KASZEK PIONEER CORP | 229,732 | $2.7M | 0.28% | |
| 19 | VTEXVTEX | 230,363 | $2.5M | 0.26% | |
| 20 | RYAAYRYANAIR HOLDINGS PLC | 19,719 | $2.0M | 0.21% | |
| 21 | —RIBBIT LEAP LTD | 87,065 | $112K | 0.01% |