DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.2M
Holdings
15
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BUDANHEUSER BUSCH INBEV SA/NV | 3,663,992 | $219K | 17.65% | |
| 2 | MLB1MERCADOLIBRE INC | 226,914 | $192K | 15.47% | |
| 3 | NUNU HLDGS LTD | 34,079,442 | $138K | 11.12% | |
| 4 | WALDWALDENCAST PLC | 14,658,333 | $133K | 10.72% | |
| 5 | TPDTEMPUR SEALY INTL INC | 3,835,712 | $131K | 10.56% | |
| 6 | VALEVALE SA | 7,398,998 | $125K | 10.07% | |
| 7 | NTCOYNATURA &CO HOLDING | 26,664,449 | $115K | 9.27% | |
| 8 | APPFAPPFOLIO INC | 432,618 | $45K | 3.63% | |
| 9 | AMZNAMAZON COM INC | 477,933 | $40K | 3.22% | |
| 10 | VTEXVTEX | 9,382,426 | $35K | 2.82% | |
| 11 | OKTAOKTA INC | 511,507 | $34K | 2.74% | |
| 12 | LINLINDE PLC | 35,350 | $11K | 0.89% | |
| 13 | TEAMATLASSIAN CORPORATION | 60,410 | $7K | 0.56% | |
| 14 | STVNSTEVANATO GROUP SPA | 327,184 | $5K | 0.40% | |
| 15 | WALDWALDENCAST PLC | 6,247,776 | $3K | 0.24% |