DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 2021 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2022-02-11

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value: $963M (100.0% shares, 0.0% debt)

Holdings (21)

SGI TEMPUR SEALY INTERNATIONAL I 22.0%

Value $212M Shares 4,512,368 Est. Cost $24.51 Unrealized +84.9%

— NATURA &CO HLDG S A 13.7%

Value $132M Shares 14,191,741 Est. Cost $11.33 Unrealized —

APPF APPFOLIO INC 10.0%

Value $96.13M Shares 794,047 Est. Cost $145.71 Unrealized -13.0%

BUD ANHEUSER BUSCH INBEV SA/NV 8.6%

Value $82.97M Shares 1,370,254 Est. Cost $67.26 Unrealized —

VALE VALE S A 8.3%

Value $80.09M Shares 5,712,368 Est. Cost $12.40 Unrealized —

MELI MERCADOLIBRE INC 7.7%

Value $74.1M Shares 54,957 Est. Cost $529.89 Unrealized +165.1%

META META PLATFORMS INC 6.4%

Value $61.3M Shares 182,247 Est. Cost $279.38 Unrealized +18.0%

GOOG ALPHABET INC 6.3%

Value $61.05M Shares 21,098 Est. Cost $72.63 Unrealized +97.5%

OKTA OKTA INC 6.2%

Value $59.79M Shares 266,720 Est. Cost $241.77 Unrealized -1.5%

XP XP INC 3.4%

Value $32.65M Shares 1,136,103 Est. Cost $40.69 Unrealized -20.0%

ITUB ITAU UNIBANCO HLDG S A 2.0%

Value $19.49M Shares 5,197,823 Est. Cost $5.38 Unrealized —

NU NU HLDGS LTD 1.3%

Value $12.93M Shares 1,378,374 Est. Cost $9.82 Unrealized 0.0%

— WALDENCAST ACQUISITION CORP 0.9%

Value $8.416M Shares 810,000 Est. Cost $9.99 Unrealized —

— RIBBIT LEAP LTD 0.8%

Value $7.743M Shares 779,011 Est. Cost $13.93 Unrealized —

— TCV ACQUISITION CORP 0.7%

Value $6.686M Shares 678,067 Est. Cost $9.91 Unrealized —

— RIBBIT LEAP LTD 0.5%

Value $4.358M Shares 435,325 Est. Cost $10.93 Unrealized —

GGB GERDAU SA 0.4%

Value $3.99M Shares 810,964 Est. Cost $1.91 Unrealized —

— MELI KASZEK PIONEER CORP 0.3%

Value $2.656M Shares 229,732 Est. Cost $11.05 Unrealized —

VTEX VTEX 0.3%

Value $2.469M Shares 230,363 Est. Cost $24.96 Unrealized -37.2%

RYAAY RYANAIR HOLDINGS PLC 0.2%

Value $2.018M Shares 19,719 Est. Cost $307.15 Unrealized —

— RIBBIT LEAP LTD 0.0%

Value $112K Shares 87,065 Est. Cost $2.82 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGI	TEMPUR SEALY INTERNATIONAL I	4,512,368	$212M	22.0%	$24.51	+84.9%	COM	88023U101
—	NATURA &CO HLDG S A	14,191,741	$132M	13.7%	$11.33	—	ADS	63884N108
APPF	APPFOLIO INC	794,047	$96.13M	10.0%	$145.71	-13.0%	COM CL A	03783C100
BUD	ANHEUSER BUSCH INBEV SA/NV	1,370,254	$82.97M	8.6%	$67.26	—	SPONSORED ADR	03524A108
VALE	VALE S A	5,712,368	$80.09M	8.3%	$12.40	—	SPONSORED ADS	91912E105
MELI	MERCADOLIBRE INC	54,957	$74.1M	7.7%	$529.89	+165.1%	COM	58733R102
META	META PLATFORMS INC	182,247	$61.3M	6.4%	$279.38	+18.0%	CL A	30303M102
GOOG	ALPHABET INC	21,098	$61.05M	6.3%	$72.63	+97.5%	CAP STK CL C	02079K107
OKTA	OKTA INC	266,720	$59.79M	6.2%	$241.77	-1.5%	CL A	679295105
XP	XP INC	1,136,103	$32.65M	3.4%	$40.69	-20.0%	CL A	G98239109
ITUB	ITAU UNIBANCO HLDG S A	5,197,823	$19.49M	2.0%	$5.38	—	SPON ADR REP PFD	465562106
NU	NU HLDGS LTD	1,378,374	$12.93M	1.3%	$9.82	0.0%	ORD SHS CL A	G6683N103
—	WALDENCAST ACQUISITION CORP	810,000	$8.416M	0.9%	$9.99	—	UNIT 03/11/2026	G9460C126
—	RIBBIT LEAP LTD	779,011	$7.743M	0.8%	$13.93	—	UNIT 99/99/9999	G7552B121
—	TCV ACQUISITION CORP	678,067	$6.686M	0.7%	$9.91	—	CL A SHS	G8704C124
—	RIBBIT LEAP LTD	435,325	$4.358M	0.5%	$10.93	—	SHS CL A	G7552B105
GGB	GERDAU SA	810,964	$3.99M	0.4%	$1.91	—	SPON ADR REP PFD	373737105
—	MELI KASZEK PIONEER CORP	229,732	$2.656M	0.3%	$11.05	—	CLASS A ORD	G5S74L106
VTEX	VTEX	230,363	$2.469M	0.3%	$24.96	-37.2%	SHS CL A	G9470A102
RYAAY	RYANAIR HOLDINGS PLC	19,719	$2.018M	0.2%	$307.15	—	SPONSORED ADS	783513203
—	RIBBIT LEAP LTD	87,065	$112K	0.0%	$2.82	—	*W EXP 09/09/202	G7552B113