DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2021 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2021-05-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value: $1.101B (100.0% shares, 0.0% debt)

Holdings (21)

— NATURA &CO HLDG S A 17.9%

Value $197M Shares 18,366,889 Est. Cost $12.17 Unrealized —

VALE VALE SA 16.7%

Value $184M Shares 10,606,737 Est. Cost $12.16 Unrealized —

SGI TEMPUR SEALY INTL INC 15.3%

Value $168M Shares 4,593,018 Est. Cost $22.78 Unrealized +42.1%

MELI MERCADOLIBRE INC 11.7%

Value $129M Shares 87,599 Est. Cost $410.44 Unrealized +313.4%

APPF APPFOLIO INC 6.0%

Value $66.48M Shares 470,094 Est. Cost $155.36 Unrealized -0.1%

GOOG ALPHABET INC 6.0%

Value $65.64M Shares 31,733 Est. Cost $70.54 Unrealized +39.6%

XP XP INC 5.5%

Value $60.4M Shares 1,603,392 Est. Cost $43.23 Unrealized -1.2%

DDOG DATADOG INC 4.7%

Value $51.6M Shares 619,200 Est. Cost $96.41 Unrealized 0.0%

BUD ANHEUSER-BUSCH INBEV SA/NV 4.6%

Value $50.24M Shares 799,396 Est. Cost $72.97 Unrealized —

META FACEBOOK INC 4.1%

Value $45.58M Shares 154,740 Est. Cost $267.39 Unrealized 0.0%

STNE STONECO LTD 2.2%

Value $24.21M Shares 395,459 Est. Cost $76.72 Unrealized —

LOMA LOMA NEGRA CORP 1.3%

Value $14M Shares 2,211,509 Est. Cost $6.09 Unrealized —

RYAAY RYANAIR HOLDINGS PLC 0.8%

Value $8.629M Shares 75,039 Est. Cost $356.99 Unrealized —

— RIBBIT LEAP LTD 0.8%

Value $8.569M Shares 779,011 Est. Cost $13.93 Unrealized —

— WALDENCAST ACQUISITION CORP 0.7%

Value $8.092M Shares 810,000 Est. Cost $9.99 Unrealized —

OKTA OKTA INC 0.7%

Value $7.283M Shares 33,040 Est. Cost $251.31 Unrealized 0.0%

GGB GERDAU SA 0.4%

Value $4.331M Shares 810,964 Est. Cost $1.91 Unrealized —

— RIBBIT LEAP LTD 0.3%

Value $3.711M Shares 337,325 Est. Cost $11.00 Unrealized —

ITUB ITAU UNIBANCO HLDG S A 0.2%

Value $2.383M Shares 480,446 Est. Cost $3.98 Unrealized —

— ALTIMETER GROWTH CORP 0.1%

Value $783K Shares 63,998 Est. Cost $13.00 Unrealized —

— RIBBIT LEAP LTD 0.0%

Value $202K Shares 67,465 Est. Cost $2.99 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	NATURA &CO HLDG S A	18,366,889	$197M	17.9%	$12.17	—	ADS	63884N108
VALE	VALE SA	10,606,737	$184M	16.7%	$12.16	—	SPONSORED ADS	91912E105
SGI	TEMPUR SEALY INTL INC	4,593,018	$168M	15.3%	$22.78	+42.1%	COM	88023U101
MELI	MERCADOLIBRE INC	87,599	$129M	11.7%	$410.44	+313.4%	COM	58733R102
APPF	APPFOLIO INC	470,094	$66.48M	6.0%	$155.36	-0.1%	COM CL A	03783C100
GOOG	ALPHABET INC	31,733	$65.64M	6.0%	$70.54	+39.6%	CAP STK CL C	02079K107
XP	XP INC	1,603,392	$60.4M	5.5%	$43.23	-1.2%	CL A	G98239109
DDOG	DATADOG INC	619,200	$51.6M	4.7%	$96.41	0.0%	CL A COM	23804L103
BUD	ANHEUSER-BUSCH INBEV SA/NV	799,396	$50.24M	4.6%	$72.97	—	SPONSORED ADR	03524A108
META	FACEBOOK INC	154,740	$45.58M	4.1%	$267.39	0.0%	CL A	30303M102
STNE	STONECO LTD	395,459	$24.21M	2.2%	$76.72	—	COM CL A	G85158106
LOMA	LOMA NEGRA CORP	2,211,509	$14M	1.3%	$6.09	—	SPONSORED ADS	54150E104
RYAAY	RYANAIR HOLDINGS PLC	75,039	$8.629M	0.8%	$356.99	—	SPONSORED ADS	783513203
—	RIBBIT LEAP LTD	779,011	$8.569M	0.8%	$13.93	—	UNIT 99/99/9999	G7552B121
—	WALDENCAST ACQUISITION CORP	810,000	$8.092M	0.7%	$9.99	—	UNIT 03/11/2026	G9460C126
OKTA	OKTA INC	33,040	$7.283M	0.7%	$251.31	0.0%	CL A	679295105
GGB	GERDAU SA	810,964	$4.331M	0.4%	$1.91	—	SPON ADR REP PFD	373737105
—	RIBBIT LEAP LTD	337,325	$3.711M	0.3%	$11.00	—	SHS CL A	G7552B105
ITUB	ITAU UNIBANCO HLDG S A	480,446	$2.383M	0.2%	$3.98	—	SPON ADR REP PFD	465562106
—	ALTIMETER GROWTH CORP	63,998	$783K	0.1%	$13.00	—	UNIT 99/99/9999	G0370L124
—	RIBBIT LEAP LTD	67,465	$202K	0.0%	$2.99	—	*W EXP 09/09/202	G7552B113