DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$839.8B
Holdings
17
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 165,389 | $218.0B | 25.96% | |
| 2 | WALDWALDENCAST PLC | 14,658,333 | $119.5B | 14.23% | |
| 3 | NUNU HLDGS LTD | 24,061,727 | $114.5B | 13.64% | |
| 4 | NTCOYNATURA &CO HOLDING | 16,368,053 | $85.4B | 10.17% | |
| 5 | TPDTEMPUR SEALY INTL INC | 1,182,663 | $46.7B | 5.56% | |
| 6 | LINLINDE PLC | 122,586 | $43.6B | 5.19% | |
| 7 | APPFAPPFOLIO INC | 327,740 | $40.8B | 4.86% | |
| 8 | VALEVALE SA | 2,257,134 | $35.6B | 4.24% | |
| 9 | AMZNAMAZON COM INC | 323,022 | $33.4B | 3.97% | |
| 10 | OKTAOKTA INC | 310,407 | $26.8B | 3.19% | |
| 11 | DHRDANAHER CORPORATION | 105,455 | $26.6B | 3.17% | |
| 12 | VTEXVTEX | 6,715,399 | $25.8B | 3.07% | |
| 13 | STVNSTEVANATO GROUP SPA | 370,431 | $9.6B | 1.14% | |
| 14 | TEAMATLASSIAN CORPORATION | 47,035 | $8.1B | 0.96% | |
| 15 | WALDWALDENCAST PLC | 6,247,776 | $3.7B | 0.45% | |
| 16 | IWMISHARES TR | 5,000 | $892.0M | 0.11% | |
| 17 | RWMPROSHARES TR | 36,000 | $862.9M | 0.10% |