DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.4M
Holdings
25
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADO LIBRE INC | 176,831 | $223K | 15.39% | Call |
| 2 | NUNU HLDGS LTD | 28,807,602 | $208K | 14.35% | Call |
| 3 | WALDWALDENCAST PLC | 15,332,933 | $144K | 9.94% | |
| 4 | NDQINVESCO QQQ TR | 352,000 | $126K | 8.70% | Put |
| 5 | VALEVALE SA | 7,233,364 | $96K | 6.63% | |
| 6 | IWMISHARES TR | 535,000 | $94K | 6.49% | Put |
| 7 | RIORIO TINTO PLC | 1,080,000 | $68K | 4.69% | Put |
| 8 | SPYSPDR S&P 500 ETF TR | 160,000 | $68K | 4.69% | Put |
| 9 | NTCOYNATURA &CO HOLDING | 10,749,456 | $62K | 4.28% | |
| 10 | EZUISHARES INC | 1,377,000 | $58K | 4.00% | Put |
| 11 | LINLINDE PLC | 107,368 | $39K | 2.69% | |
| 12 | APPFAPPFOLIO INC | 211,948 | $38K | 2.62% | |
| 13 | VTEXVTEX | 6,611,822 | $33K | 2.28% | |
| 14 | DHRDANAHER CORPORATION | 120,533 | $29K | 2.00% | |
| 15 | AMZNAMAZON COM INC | 196,116 | $24K | 1.66% | |
| 16 | TPDTEMPUR SEALY INTL INC | 497,233 | $21K | 1.45% | |
| 17 | APHAMPHENOL CORP NEW | 255,309 | $21K | 1.45% | |
| 18 | GEGENERAL ELECTRIC CO | 187,248 | $20K | 1.38% | |
| 19 | OKTAOKTA INC | 184,317 | $15K | 1.04% | |
| 20 | TEAMATLASSIAN CORPORATION | 65,142 | $13K | 0.90% | |
| 21 | RYAAYRYANAIR HOLDINGS PLC | 14,356,200 | $13K | 0.90% | |
| 22 | HEIHEICO CORP NEW | 80,726 | $10K | 0.69% | |
| 23 | WALDWALDENCAST PLC | 6,247,776 | $5K | 0.35% | |
| 24 | SUZSUZANO S A | 450,000 | $4K | 0.28% | |
| 25 | DSGDESCARTES SYS GROUP INC | 36,700 | $2K | 0.14% |