Filed: 11/14/2022ACC: 0000947871-22-001168
📋 What this filing means
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $980.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$980.5K
Total AUM (reported)
80.96M
Total Shares
Allocation by class
COM$235.7K24.0%
SPONSORED ADS$166.3K17.0%
SPONSORED ADR$138.5K14.1%
ADS$119.8K12.2%
CLASS A ORD SHS$90.4K9.2%
CL A$89.2K9.1%
COM CL A$85.7K8.7%
Portfolio Concentration
Top 3$439.8K44.9%
4–10$485.7K49.5%
11–25$55.0K5.6%
Top 3 weight
44.9%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 80.96M
Sole
Full voting authority
80.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
VALE SA
SOLEShares12.48M
TypeSH
Market value$166.3K
16.96%
Sole
12.48M
Shared
0.00
None
0.00
ANHEUSER BUSCH INBEV SA/NV
SOLEShares3.01M
TypeSH
Market value$138.5K
14.13%
Sole
3.01M
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares4.57M
TypeSH
Market value$135.0K
13.77%
Sole
4.57M
Shared
0.00
None
0.00
NATURA &CO HOLDING
SOLEShares22.80M
TypeSH
Market value$119.8K
12.22%
Sole
22.80M
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares14.66M
TypeSH
Market value$90.4K
9.22%
Sole
14.66M
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares748.61K
TypeSH
Market value$85.7K
8.74%
Sole
748.61K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares88.90K
TypeSH
Market value$73.6K
7.50%
Sole
88.90K
Shared
0.00
None
0.00
XP INC
SOLEShares3.37M
TypeSH
Market value$64.1K
6.54%
Sole
3.37M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares300.66K
TypeSH
Market value$27.1K
2.76%
Sole
300.66K
Shared
0.00
None
0.00
OKTA INC
SOLEShares524.96K
TypeSH
Market value$25.0K
2.55%
Sole
524.96K
Shared
0.00
None
0.00
VTEX
SOLEShares6.66M
TypeSH
Market value$24.6K
2.51%
Sole
6.66M
Shared
0.00
None
0.00
NU HOLDINGS LTD
SOLEShares3.53M
TypeSH
Market value$15.5K
1.58%
Sole
3.53M
Shared
0.00
None
0.00
GERDAU SA
SOLEShares1.62M
TypeSH
Market value$7.3K
0.75%
Sole
1.62M
Shared
0.00
None
0.00
STEVANATO GROUP SPA
SOLEShares341.79K
TypeSH
Market value$4.9K
0.50%
Sole
341.79K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares6.25M
TypeSH
Market value$2.5K
0.26%
Sole
6.25M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VALE SASOLE | SPONSORED ADS | 12.48M | SH | $166.3K 16.96% | 12.48M | 0.00 | 0.00 |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 3.01M | SH | $138.5K 14.13% | 3.01M | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 4.57M | SH | $135.0K 13.77% | 4.57M | 0.00 | 0.00 |
NATURA &CO HOLDINGSOLE | ADS | 22.80M | SH | $119.8K 12.22% | 22.80M | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 14.66M | SH | $90.4K 9.22% | 14.66M | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 748.61K | SH | $85.7K 8.74% | 748.61K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 88.90K | SH | $73.6K 7.50% | 88.90K | 0.00 | 0.00 |
XP INCSOLE | CL A | 3.37M | SH | $64.1K 6.54% | 3.37M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 300.66K | SH | $27.1K 2.76% | 300.66K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 524.96K | SH | $25.0K 2.55% | 524.96K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 6.66M | SH | $24.6K 2.51% | 6.66M | 0.00 | 0.00 |
NU HOLDINGS LTDSOLE | ORD SHS CL A | 3.53M | SH | $15.5K 1.58% | 3.53M | 0.00 | 0.00 |
GERDAU SASOLE | SPON ADR REP PFD | 1.62M | SH | $7.3K 0.75% | 1.62M | 0.00 | 0.00 |
STEVANATO GROUP SPASOLE | ORD SHS | 341.79K | SH | $4.9K 0.50% | 341.79K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 6.25M | SH | $2.5K 0.26% | 6.25M | 0.00 | 0.00 |