Q4 2023 · 13F-HR
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.holdings as filed
Filed 2024-02-14 · accession 0000947871-24-000138
$729.9M
Reported value
24
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $237.0M | 32.5% | 28,456,088 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $93.1M | 12.8% | 59,268 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $80.4M | 11.0% | 1,080,000 | PUT | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $75.9M | 10.4% | 48,300 | CALL | SOLE |
| 63884N108 | — | NATURA &CO HOLDING S A | $45.9M | 6.29% | 6,708,798 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $44.2M | 6.05% | 6,418,266 | Common | SOLE |
| 91912E105 | VALE | VALE SA | $24.8M | 3.40% | 1,565,299 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $21.7M | 2.97% | 291,184 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $13.7M | 1.87% | 102,492 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $12.9M | 1.77% | 1,554,000 | CALL | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $12.1M | 1.66% | 69,765 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $11.4M | 1.56% | 27,641 | Common | SOLE |
| 369604301 | GE | GENERAL ELECTRIC CO | $10.2M | 1.40% | 79,869 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $9.0M | 1.23% | 38,850 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $8.9M | 1.21% | 810,000 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $5.5M | 0.75% | 55,074 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $5.3M | 0.72% | 34,573 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $5.1M | 0.70% | 450,000 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $4.4M | 0.61% | 86,679 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $4.0M | 0.55% | 48,032 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $3.3M | 0.45% | 23,047 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $943,275 | 0.13% | 11,467 | Common | SOLE |
| G9503X111 | WALDW | WALDENCAST PLC | $228,149 | 0.03% | 269,999 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $833 | 0.00% | 100 | PUT | 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.