DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$729K
Holdings
20
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 30,010,188 | $249K | 34.16% | Put |
| 2 | MLB1MERCADOLIBRE INC | 107,568 | $168K | 23.05% | Call |
| 3 | RIORIO TINTO PLC | 1,371,184 | $101K | 13.85% | Put |
| 4 | NTCOYNATURA &CO HOLDING S A | 6,708,798 | $45K | 6.17% | |
| 5 | VTEXVTEX | 6,418,266 | $44K | 6.04% | |
| 6 | VALEVALE SA | 1,565,299 | $24K | 3.29% | |
| 7 | RYAAYRYANAIR HOLDINGS PLC | 102,492 | $13K | 1.78% | |
| 8 | APPFAPPFOLIO INC | 69,765 | $12K | 1.65% | |
| 9 | LINLINDE PLC | 27,641 | $11K | 1.51% | |
| 10 | GEGENERAL ELECTRIC CO | 79,869 | $10K | 1.37% | |
| 11 | DHRDANAHER CORPORATION | 38,850 | $8K | 1.10% | |
| 12 | WALDWALDENCAST PLC | 810,000 | $8K | 1.10% | |
| 13 | APHAMPHENOL CORP NEW | 55,074 | $5K | 0.69% | |
| 14 | AMZNAMAZON COM INC | 34,573 | $5K | 0.69% | |
| 15 | SUZSUZANO S A | 450,000 | $5K | 0.69% | |
| 16 | DSGDESCARTES SYS GROUP INC | 48,032 | $4K | 0.55% | |
| 17 | TPDTEMPUR SEALY INTL INC | 86,679 | $4K | 0.55% | |
| 18 | HEIHEICO CORP NEW | 23,047 | $3K | 0.41% | |
| 19 | WALDWALDENCAST PLC | 269,999 | $0 | 0.00% | |
| 20 | VLTOVERALTO CORP | 11,467 | $0 | 0.00% |