Filed: 2/14/2023ACC: 0000947871-23-000175
📋 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 $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$1.24B
Total AUM (reported)
108M
Total Shares
Allocation by class
COM$363.85M29.3%
SPONSORED ADR$219.99M17.7%
ORD SHS CL A$138.70M11.2%
CLASS A ORD SHS$133.02M10.7%
SPONSORED ADS$125.56M10.1%
ADS$115.46M9.3%
COM CL A$45.59M3.7%
Portfolio Concentration
Top 3$550.71M44.4%
4–10$626.64M50.5%
11–25$64.01M5.2%
Top 3 weight
44.4%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 108M
Sole
Full voting authority
108M
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:
ANHEUSER BUSCH INBEV SA/NV
SOLEShares3.66M
TypeSH
Market value$219.99M
17.72%
Sole
3.66M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares226.91K
TypeSH
Market value$192.02M
15.47%
Sole
226.91K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares34.08M
TypeSH
Market value$138.70M
11.17%
Sole
34.08M
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares14.66M
TypeSH
Market value$133.02M
10.72%
Sole
14.66M
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares3.84M
TypeSH
Market value$131.68M
10.61%
Sole
3.84M
Shared
0.00
None
0.00
VALE SA
SOLEShares7.40M
TypeSH
Market value$125.56M
10.11%
Sole
7.40M
Shared
0.00
None
0.00
NATURA &CO HOLDING
SOLEShares26.66M
TypeSH
Market value$115.46M
9.30%
Sole
26.66M
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares432.62K
TypeSH
Market value$45.59M
3.67%
Sole
432.62K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares477.93K
TypeSH
Market value$40.15M
3.23%
Sole
477.93K
Shared
0.00
None
0.00
VTEX
SOLEShares9.38M
TypeSH
Market value$35.18M
2.83%
Sole
9.38M
Shared
0.00
None
0.00
OKTA INC
SOLEShares511.51K
TypeSH
Market value$34.95M
2.82%
Sole
511.51K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares35.35K
TypeSH
Market value$11.53M
0.93%
Sole
35.35K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares60.41K
TypeSH
Market value$7.77M
0.63%
Sole
60.41K
Shared
0.00
None
0.00
STEVANATO GROUP SPA
SOLEShares327.18K
TypeSH
Market value$5.88M
0.47%
Sole
327.18K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares6.25M
TypeSH
Market value$3.87M
0.31%
Sole
6.25M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 3.66M | SH | $219.99M 17.72% | 3.66M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 226.91K | SH | $192.02M 15.47% | 226.91K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 34.08M | SH | $138.70M 11.17% | 34.08M | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 14.66M | SH | $133.02M 10.72% | 14.66M | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 3.84M | SH | $131.68M 10.61% | 3.84M | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 7.40M | SH | $125.56M 10.11% | 7.40M | 0.00 | 0.00 |
NATURA &CO HOLDINGSOLE | ADS | 26.66M | SH | $115.46M 9.30% | 26.66M | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 432.62K | SH | $45.59M 3.67% | 432.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 477.93K | SH | $40.15M 3.23% | 477.93K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 9.38M | SH | $35.18M 2.83% | 9.38M | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 511.51K | SH | $34.95M 2.82% | 511.51K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 35.35K | SH | $11.53M 0.93% | 35.35K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 60.41K | SH | $7.77M 0.63% | 60.41K | 0.00 | 0.00 |
STEVANATO GROUP SPASOLE | ORD SHS | 327.18K | SH | $5.88M 0.47% | 327.18K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 6.25M | SH | $3.87M 0.31% | 6.25M | 0.00 | 0.00 |