Q3 2023 · 13F-HR/A
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2023-11-17 · accession 0000947871-23-001090
$1.45B
Reported value
27
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $197.6M | 13.6% | 27,253,602 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $144.4M | 9.96% | 15,332,933 | Common | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $134.6M | 9.28% | 106,131 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $126.6M | 8.74% | 352,000 | PUT | SOLE |
| 91912E105 | VALE | VALE SA | $96.9M | 6.69% | 7,233,364 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $94.9M | 6.55% | 535,000 | PUT | SOLE |
| 58733R102 | MELI | MERCADO LIBRE INC | $89.6M | 6.18% | 70,700 | CALL | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $68.7M | 4.74% | 1,080,000 | PUT | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $68.6M | 4.73% | 160,000 | PUT | SOLE |
| 63884N108 | — | NATURA &CO HOLDING | $62.0M | 4.28% | 10,749,456 | Common | SOLE |
| 464286608 | EZU | ISHARES INC | $58.3M | 4.02% | 1,377,000 | PUT | SOLE |
| G54950103 | LIN | LINDE PLC | $40.0M | 2.76% | 107,368 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $38.7M | 2.67% | 211,948 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $33.1M | 2.29% | 6,611,822 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $29.9M | 2.06% | 120,533 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $24.9M | 1.72% | 196,116 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $21.6M | 1.49% | 497,233 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $21.4M | 1.48% | 255,309 | Common | SOLE |
| 369604301 | GE | GENERAL ELECTRIC CO | $20.7M | 1.43% | 187,248 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $15.0M | 1.04% | 184,317 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $14.0M | 0.96% | 143,562 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $13.1M | 0.91% | 65,142 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $11.3M | 0.78% | 1,554,000 | CALL | SOLE |
| 422806109 | HEI | HEICO CORP NEW | $10.4M | 0.72% | 80,726 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $5.6M | 0.39% | 6,247,776 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $4.8M | 0.33% | 450,000 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $2.7M | 0.19% | 36,700 | 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.