Filed: 11/14/2023ACC: 0000947871-23-001069
📋 What this filing means
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.45B
Total AUM (reported)
95.41M
Total Shares
Allocation by class
COM$313.71M21.6%
ORD SHS CL A$208.86M14.4%
CLASS A ORD SHS$144.44M10.0%
UNIT SER 1$126.64M8.7%
SPONSORED ADS$110.88M7.6%
RUSSELL 2000 ETF$94.93M6.5%
SPONSORED ADR$68.73M4.7%
Portfolio Concentration
Top 3$577.49M39.8%
4–10$576.14M39.7%
11–25$296.02M20.4%
Top 3 weight
39.8%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 91.84M
Sole
Full voting authority
91.84M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
MERCADO LIBRE INC
SOLEShares176.83K
TypeSH
Market value$224.20M
15.47%
Sole
106.13K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares28.81M
TypeSH
Market value$208.86M
14.41%
Sole
28.81M
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares15.33M
TypeSH
Market value$144.44M
9.96%
Sole
15.33M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares352K
TypeSH
Market value$126.64M
8.74%
Sole
0.00
Shared
0.00
None
0.00
VALE SA
SOLEShares7.23M
TypeSH
Market value$96.93M
6.69%
Sole
7.23M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares535K
TypeSH
Market value$94.93M
6.55%
Sole
0.00
Shared
0.00
None
0.00
RIO TINTO PLC
SOLEShares1.08M
TypeSH
Market value$68.73M
4.74%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares160K
TypeSH
Market value$68.58M
4.73%
Sole
0.00
Shared
0.00
None
0.00
NATURA &CO HOLDING
SOLEShares10.75M
TypeSH
Market value$62.02M
4.28%
Sole
10.75M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.38M
TypeSH
Market value$58.32M
4.02%
Sole
0.00
Shared
0.00
None
0.00
LINDE PLC
SOLEShares107.37K
TypeSH
Market value$39.98M
2.76%
Sole
107.37K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares211.95K
TypeSH
Market value$38.71M
2.67%
Sole
211.95K
Shared
0.00
None
0.00
VTEX
SOLEShares6.61M
TypeSH
Market value$33.13M
2.29%
Sole
6.61M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares120.53K
TypeSH
Market value$29.90M
2.06%
Sole
120.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares196.12K
TypeSH
Market value$24.93M
1.72%
Sole
196.12K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares497.23K
TypeSH
Market value$21.55M
1.49%
Sole
497.23K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares255.31K
TypeSH
Market value$21.44M
1.48%
Sole
255.31K
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares187.25K
TypeSH
Market value$20.70M
1.43%
Sole
187.25K
Shared
0.00
None
0.00
OKTA INC
SOLEShares184.32K
TypeSH
Market value$15.02M
1.04%
Sole
184.32K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares14.36M
TypeSH
Market value$13.96M
0.96%
Sole
14.36M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares65.14K
TypeSH
Market value$13.13M
0.91%
Sole
65.14K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares80.73K
TypeSH
Market value$10.43M
0.72%
Sole
80.73K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares6.25M
TypeSH
Market value$5.61M
0.39%
Sole
6.25M
Shared
0.00
None
0.00
SUZANO S A
SOLEShares450K
TypeSH
Market value$4.84M
0.33%
Sole
450K
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares36.70K
TypeSH
Market value$2.69M
0.19%
Sole
36.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADO LIBRE INCSOLE | COM | 176.83K | SH | $224.20M 15.47% | 106.13K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 28.81M | SH | $208.86M 14.41% | 28.81M | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 15.33M | SH | $144.44M 9.96% | 15.33M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 352K | SH | $126.64M 8.74% | 0.00 | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 7.23M | SH | $96.93M 6.69% | 7.23M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 535K | SH | $94.93M 6.55% | 0.00 | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 1.08M | SH | $68.73M 4.74% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 160K | SH | $68.58M 4.73% | 0.00 | 0.00 | 0.00 |
NATURA &CO HOLDINGSOLE | ADS | 10.75M | SH | $62.02M 4.28% | 10.75M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EURZONE ETF | 1.38M | SH | $58.32M 4.02% | 0.00 | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 107.37K | SH | $39.98M 2.76% | 107.37K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 211.95K | SH | $38.71M 2.67% | 211.95K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 6.61M | SH | $33.13M 2.29% | 6.61M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 120.53K | SH | $29.90M 2.06% | 120.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 196.12K | SH | $24.93M 1.72% | 196.12K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 497.23K | SH | $21.55M 1.49% | 497.23K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 255.31K | SH | $21.44M 1.48% | 255.31K | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM NEW | 187.25K | SH | $20.70M 1.43% | 187.25K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 184.32K | SH | $15.02M 1.04% | 184.32K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADS | 14.36M | SH | $13.96M 0.96% | 14.36M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 65.14K | SH | $13.13M 0.91% | 65.14K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 80.73K | SH | $10.43M 0.72% | 80.73K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/202 | 6.25M | SH | $5.61M 0.39% | 6.25M | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 450K | SH | $4.84M 0.33% | 450K | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 36.70K | SH | $2.69M 0.19% | 36.70K | 0.00 | 0.00 |