Filed: 2/14/2024ACC: 0000947871-24-000138
📋 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 $729.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$729.89M
Total AUM (reported)
48.29M
Total Shares
Allocation by class
ORD SHS CL A$249.98M34.2%
COM$191.74M26.3%
SPONSORED ADR$102.10M14.0%
ADS$45.89M6.3%
SHS CL A$44.16M6.0%
SPONSORED ADS$38.49M5.3%
COM CL A$12.09M1.7%
Portfolio Concentration
Top 3$521.13M71.4%
4–10$162.17M22.2%
11–25$46.58M6.4%
Top 3 weight
71.4%
Top 10 weight
93.6%
Voting Authority Distribution
Total shares with voting rights: 48.29M
Sole
Full voting authority
48.29M
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:
NU HLDGS LTD
SOLEShares30.01M
TypeSH
Market value$249.98M
34.25%
Sole
30.01M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares107.57K
TypeSH
Market value$169.05M
23.16%
Sole
107.57K
Shared
0.00
None
0.00
RIO TINTO PLC
SOLEShares1.37M
TypeSH
Market value$102.10M
13.99%
Sole
1.37M
Shared
0.00
None
0.00
NATURA &CO HOLDING S A
SOLEShares6.71M
TypeSH
Market value$45.89M
6.29%
Sole
6.71M
Shared
0.00
None
0.00
VTEX
SOLEShares6.42M
TypeSH
Market value$44.16M
6.05%
Sole
6.42M
Shared
0.00
None
0.00
VALE SA
SOLEShares1.57M
TypeSH
Market value$24.83M
3.40%
Sole
1.57M
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares102.49K
TypeSH
Market value$13.67M
1.87%
Sole
102.49K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares69.77K
TypeSH
Market value$12.09M
1.66%
Sole
69.77K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares27.64K
TypeSH
Market value$11.35M
1.56%
Sole
27.64K
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares79.87K
TypeSH
Market value$10.19M
1.40%
Sole
79.87K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares38.85K
TypeSH
Market value$8.99M
1.23%
Sole
38.85K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares810K
TypeSH
Market value$8.86M
1.21%
Sole
810K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares55.07K
TypeSH
Market value$5.46M
0.75%
Sole
55.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.57K
TypeSH
Market value$5.25M
0.72%
Sole
34.57K
Shared
0.00
None
0.00
SUZANO S A
SOLEShares450K
TypeSH
Market value$5.11M
0.70%
Sole
450K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares86.68K
TypeSH
Market value$4.42M
0.61%
Sole
86.68K
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares48.03K
TypeSH
Market value$4.04M
0.55%
Sole
48.03K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares23.05K
TypeSH
Market value$3.28M
0.45%
Sole
23.05K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares11.47K
TypeSH
Market value$943.3K
0.13%
Sole
11.47K
Shared
0.00
None
0.00
WALDENCAST PLC
SOLEShares270K
TypeSH
Market value$228.1K
0.03%
Sole
270K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 30.01M | SH | $249.98M 34.25% | 30.01M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 107.57K | SH | $169.05M 23.16% | 107.57K | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 1.37M | SH | $102.10M 13.99% | 1.37M | 0.00 | 0.00 |
NATURA &CO HOLDING S ASOLE | ADS | 6.71M | SH | $45.89M 6.29% | 6.71M | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 6.42M | SH | $44.16M 6.05% | 6.42M | 0.00 | 0.00 |
VALE SASOLE | SPONSORED ADS | 1.57M | SH | $24.83M 3.40% | 1.57M | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADS | 102.49K | SH | $13.67M 1.87% | 102.49K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 69.77K | SH | $12.09M 1.66% | 69.77K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 27.64K | SH | $11.35M 1.56% | 27.64K | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM NEW | 79.87K | SH | $10.19M 1.40% | 79.87K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 38.85K | SH | $8.99M 1.23% | 38.85K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | CLASS A ORD SHS | 810K | SH | $8.86M 1.21% | 810K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 55.07K | SH | $5.46M 0.75% | 55.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.57K | SH | $5.25M 0.72% | 34.57K | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 450K | SH | $5.11M 0.70% | 450K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 86.68K | SH | $4.42M 0.61% | 86.68K | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 48.03K | SH | $4.04M 0.55% | 48.03K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 23.05K | SH | $3.28M 0.45% | 23.05K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 11.47K | SH | $943.3K 0.13% | 11.47K | 0.00 | 0.00 |
WALDENCAST PLCSOLE | *W EXP 07/27/2027 | 270K | SH | $228.1K 0.03% | 270K | 0.00 | 0.00 |