Q2 2023 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2023-08-14 · accession 0000947871-23-000860
$866.3M
Reported value
22
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63884N108 | — | NATURA &CO HOLDING | $167.6M | 19.3% | 24,040,475 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $105.5M | 12.2% | 13,368,929 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $91.5M | 10.6% | 6,820,538 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $79.1M | 9.13% | 14,658,333 | Common | SOLE |
| 91912E105 | VALE | Vale SA | $66.8M | 7.71% | 4,980,000 | CALL | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $42.8M | 4.94% | 248,667 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $42.6M | 4.92% | 111,915 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $38.1M | 4.40% | 292,602 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $38.0M | 4.39% | 4,125,375 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $31.8M | 3.68% | 794,603 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $30.1M | 3.48% | 125,614 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $24.1M | 2.79% | 6,247,776 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $18.5M | 2.14% | 267,237 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $17.0M | 1.96% | 200,017 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $15.4M | 1.77% | 3,200,885 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $14.3M | 1.65% | 129,418 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $12.3M | 1.42% | 1,554,000 | CALL | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $11.4M | 1.32% | 67,897 | Common | SOLE |
| 422806109 | HEI | HEICO CORP NEW | $8.9M | 1.03% | 63,403 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP SPA | $8.5M | 0.98% | 262,971 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $936,350 | 0.11% | 5,000 | Common | SOLE |
| 74348A210 | RWM | PROSHARES TR | $821,880 | 0.09% | 36,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.