DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$1.1B
Holdings
21
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTCOYNATURA &CO HLDG S A | 18,366,889 | $197.3M | 17.92% | |
| 2 | VALEVALE SA | 10,606,737 | $184.3M | 16.75% | |
| 3 | TPDTEMPUR SEALY INTL INC | 4,593,018 | $167.9M | 15.26% | |
| 4 | MLB1MERCADOLIBRE INC | 87,599 | $129.0M | 11.72% | |
| 5 | APPFAPPFOLIO INC | 470,094 | $66.5M | 6.04% | |
| 6 | GOOGALPHABET INC | 31,733 | $65.6M | 5.96% | |
| 7 | XPXP INC | 1,603,392 | $60.4M | 5.49% | |
| 8 | DDOGDATADOG INC | 619,200 | $51.6M | 4.69% | |
| 9 | BUDANHEUSER-BUSCH INBEV SA/NV | 799,396 | $50.2M | 4.56% | |
| 10 | METAFACEBOOK INC | 154,740 | $45.6M | 4.14% | |
| 11 | STNESTONECO LTD | 395,459 | $24.2M | 2.20% | |
| 12 | LOMALOMA NEGRA CORP | 2,211,509 | $14.0M | 1.27% | |
| 13 | RYAAYRYANAIR HOLDINGS PLC | 75,039 | $8.6M | 0.78% | |
| 14 | —RIBBIT LEAP LTD | 779,011 | $8.6M | 0.78% | |
| 15 | —WALDENCAST ACQUISITION CORP | 810,000 | $8.1M | 0.74% | |
| 16 | OKTAOKTA INC | 33,040 | $7.3M | 0.66% | |
| 17 | GGBGERDAU SA | 810,964 | $4.3M | 0.39% | |
| 18 | —RIBBIT LEAP LTD | 337,325 | $3.7M | 0.34% | |
| 19 | ITUBITAU UNIBANCO HLDG S A | 480,446 | $2.4M | 0.22% | |
| 20 | —ALTIMETER GROWTH CORP | 63,998 | $783K | 0.07% | |
| 21 | —RIBBIT LEAP LTD | 67,465 | $202K | 0.02% |