Filed: 5/15/2023ACC: 0000947871-23-000579
📋 What this filing means
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $839.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$839.77M
Total AUM (reported)
73.30M
Total Shares
Allocation by class
COM$324.64M38.7%
CLASS A ORD SHS$119.47M14.2%
ORD SHS CL A$114.53M13.6%
ADS$85.44M10.2%
SHS$43.57M5.2%
COM CL A$40.80M4.9%
SPONSORED ADS$35.62M4.2%
Portfolio Concentration
Top 3$451.99M53.8%
4–10$312.27M37.2%
11–25$75.51M9.0%
Top 3 weight
53.8%
Top 10 weight
91.0%
Voting Authority Distribution
Total shares with voting rights: 62.54M
Sole
Full voting authority
62.54M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
MERCADOLIBRE INC
SOLEShares165.39K
TypeSH
Market value$217.99M
25.96%
Sole
165.39K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares14.66M
TypeSH
Market value$119.47M
14.23%
Sole
3.89M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares24.06M
TypeSH
Market value$114.53M
13.64%
Sole
24.06M
Shared
0.00
None
0.00
NATURA &CO HOLDING
SOLEShares16.37M
TypeSH
Market value$85.44M
10.17%
Sole
16.37M
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares1.18M
TypeSH
Market value$46.70M
5.56%
Sole
1.18M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares122.59K
TypeSH
Market value$43.57M
5.19%
Sole
122.59K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares327.74K
TypeSH
Market value$40.80M
4.86%
Sole
327.74K
Shared
0.00
None
0.00
VALE SA
SOLEShares2.26M
TypeSH
Market value$35.62M
4.24%
Sole
2.26M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares323.02K
TypeSH
Market value$33.36M
3.97%
Sole
323.02K
Shared
0.00
None
0.00
OKTA INC
SOLEShares310.41K
TypeSH
Market value$26.77M
3.19%
Sole
310.41K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares105.45K
TypeSH
Market value$26.58M
3.17%
Sole
105.45K
Shared
0.00
None
0.00
VTEX
SOLEShares6.72M
TypeSH
Market value$25.79M
3.07%
Sole
6.72M
Shared
0.00
None
0.00
STEVANATO GROUP SPA
SOLEShares370.43K
TypeSH
Market value$9.59M
1.14%
Sole
370.43K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares47.03K
TypeSH
Market value$8.05M
0.96%
Sole
47.03K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares6.25M
TypeSH
Market value$3.75M
0.45%
Sole
6.25M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5K
TypeSH
Market value$892.0K
0.11%
Sole
5K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares36K
TypeSH
Market value$862.9K
0.10%
Sole
36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 165.39K | SH | $217.99M 25.96% | 165.39K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 14.66M | SH | $119.47M 14.23% | 3.89M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 24.06M | SH | $114.53M 13.64% | 24.06M | 0.00 | 0.00 |
NATURA &CO HOLDINGSOLE | ADS | 16.37M | SH | $85.44M 10.17% | 16.37M | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 1.18M | SH | $46.70M 5.56% | 1.18M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 122.59K | SH | $43.57M 5.19% | 122.59K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 327.74K | SH | $40.80M 4.86% | 327.74K | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 2.26M | SH | $35.62M 4.24% | 2.26M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 323.02K | SH | $33.36M 3.97% | 323.02K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 310.41K | SH | $26.77M 3.19% | 310.41K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 105.45K | SH | $26.58M 3.17% | 105.45K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 6.72M | SH | $25.79M 3.07% | 6.72M | 0.00 | 0.00 |
STEVANATO GROUP SPASOLE | ORD SHS | 370.43K | SH | $9.59M 1.14% | 370.43K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 47.03K | SH | $8.05M 0.96% | 47.03K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 6.25M | SH | $3.75M 0.45% | 6.25M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 5K | SH | $892.0K 0.11% | 5K | 0.00 | 0.00 |
PROSHARES TRSOLE | SHRT RUSSELL2000 | 36K | SH | $862.9K 0.10% | 36K | 0.00 | 0.00 |