Filed: 8/14/2023ACC: 0000947871-23-000860
📋 What this filing means
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $866.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$866.31M
Total AUM (reported)
81.60M
Total Shares
Allocation by class
SPONSORED ADS$172.68M19.9%
ADS$167.56M19.3%
ORD SHS CL A$117.74M13.6%
COM$109.05M12.6%
CLASS A ORD SHS$79.09M9.1%
CL A$46.92M5.4%
COM CL A$42.81M4.9%
Portfolio Concentration
Top 3$443.67M51.2%
4–10$302.71M34.9%
11–25$119.93M13.8%
Top 3 weight
51.2%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 75.07M
Sole
Full voting authority
75.07M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
NATURA &CO HOLDING
SOLEShares24.04M
TypeSH
Market value$167.56M
19.34%
Sole
24.04M
Shared
0.00
None
0.00
VALE SA
SOLEShares11.80M
TypeSH
Market value$158.36M
18.28%
Sole
6.82M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares14.92M
TypeSH
Market value$117.74M
13.59%
Sole
13.37M
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares14.66M
TypeSH
Market value$79.09M
9.13%
Sole
14.66M
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares248.67K
TypeSH
Market value$42.81M
4.94%
Sole
248.67K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares111.92K
TypeSH
Market value$42.65M
4.92%
Sole
111.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares292.60K
TypeSH
Market value$38.14M
4.40%
Sole
292.60K
Shared
0.00
None
0.00
SUZANO S A
SOLEShares4.13M
TypeSH
Market value$38.04M
4.39%
Sole
4.13M
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares794.60K
TypeSH
Market value$31.84M
3.68%
Sole
794.60K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares125.61K
TypeSH
Market value$30.15M
3.48%
Sole
125.61K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares6.25M
TypeSH
Market value$24.14M
2.79%
Sole
6.25M
Shared
0.00
None
0.00
OKTA INC
SOLEShares267.24K
TypeSH
Market value$18.53M
2.14%
Sole
267.24K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares200.02K
TypeSH
Market value$16.99M
1.96%
Sole
200.02K
Shared
0.00
None
0.00
VTEX
SOLEShares3.20M
TypeSH
Market value$15.36M
1.77%
Sole
3.20M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares129.42K
TypeSH
Market value$14.31M
1.65%
Sole
129.42K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares67.90K
TypeSH
Market value$11.39M
1.32%
Sole
67.90K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares63.40K
TypeSH
Market value$8.91M
1.03%
Sole
63.40K
Shared
0.00
None
0.00
STEVANATO GROUP SPA
SOLEShares262.97K
TypeSH
Market value$8.52M
0.98%
Sole
262.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5K
TypeSH
Market value$936.4K
0.11%
Sole
5K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares36K
TypeSH
Market value$821.9K
0.09%
Sole
36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATURA &CO HOLDINGSOLE | ADS | 24.04M | SH | $167.56M 19.34% | 24.04M | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 11.80M | SH | $158.36M 18.28% | 6.82M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 14.92M | SH | $117.74M 13.59% | 13.37M | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 14.66M | SH | $79.09M 9.13% | 14.66M | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 248.67K | SH | $42.81M 4.94% | 248.67K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 111.92K | SH | $42.65M 4.92% | 111.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 292.60K | SH | $38.14M 4.40% | 292.60K | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 4.13M | SH | $38.04M 4.39% | 4.13M | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 794.60K | SH | $31.84M 3.68% | 794.60K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 125.61K | SH | $30.15M 3.48% | 125.61K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 6.25M | SH | $24.14M 2.79% | 6.25M | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 267.24K | SH | $18.53M 2.14% | 267.24K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 200.02K | SH | $16.99M 1.96% | 200.02K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 3.20M | SH | $15.36M 1.77% | 3.20M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADS | 129.42K | SH | $14.31M 1.65% | 129.42K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 67.90K | SH | $11.39M 1.32% | 67.90K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 63.40K | SH | $8.91M 1.03% | 63.40K | 0.00 | 0.00 |
STEVANATO GROUP SPASOLE | ORD SHS | 262.97K | SH | $8.52M 0.98% | 262.97K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 5K | SH | $936.4K 0.11% | 5K | 0.00 | 0.00 |
PROSHARES TRSOLE | SHRT RUSSELL2000 | 36K | SH | $821.9K 0.09% | 36K | 0.00 | 0.00 |