DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2023 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2023-05-15

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value: $840M (100.0% shares, 0.0% debt)

Holdings (17)

MELI MERCADOLIBRE INC 26.0%

Value $218M Shares 165,389 Share Price $1318.06 * Est. Cost/Share $967.74 Unrealized @ Report Date +17.5%

WALD WALDENCAST PLC 14.2%

Value $119M Shares 14,658,333 Share Price $8.15 * Est. Cost/Share $8.86 Unrealized @ Report Date -3.5%

NU NU HLDGS LTD 13.6%

Value $115M Shares 24,061,727 Share Price $4.76 * Est. Cost/Share $4.57 Unrealized @ Report Date -2.5%

— NATURA &CO HOLDING 10.2%

Value $85.44M Shares 16,368,053 Share Price $5.22 Est. Cost/Share $10.60 Unrealized @ Report Date —

SGI TEMPUR SEALY INTL INC 5.6%

Value $46.7M Shares 1,182,663 Share Price $39.49 Est. Cost/Share $25.47 Unrealized @ Report Date +56.1%

LIN LINDE PLC 5.2%

Value $43.57M Shares 122,586 Share Price $355.44 * Est. Cost/Share $322.30 Unrealized @ Report Date 0.0%

APPF APPFOLIO INC 4.9%

Value $40.8M Shares 327,740 Share Price $124.48 * Est. Cost/Share $141.34 Unrealized @ Report Date -14.6%

VALE VALE SA 4.2%

Value $35.62M Shares 2,257,134 Share Price $15.78 Est. Cost/Share $13.06 Unrealized @ Report Date —

AMZN AMAZON COM INC 4.0%

Value $33.36M Shares 323,022 Share Price $103.29 * Est. Cost/Share $115.36 Unrealized @ Report Date -16.2%

OKTA OKTA INC 3.2%

Value $26.77M Shares 310,407 Share Price $86.24 * Est. Cost/Share $186.29 Unrealized @ Report Date -59.1%

DHR DANAHER CORPORATION 3.2%

Value $26.58M Shares 105,455 Share Price $252.04 * Est. Cost/Share $224.08 Unrealized @ Report Date 0.0%

VTEX VTEX 3.1%

Value $25.79M Shares 6,715,399 Share Price $3.84 * Est. Cost/Share $6.20 Unrealized @ Report Date -34.3%

STVN STEVANATO GROUP SPA 1.1%

Value $9.594M Shares 370,431 Share Price $25.90 * Est. Cost/Share $17.22 Unrealized @ Report Date +23.6%

TEAM ATLASSIAN CORPORATION 1.0%

Value $8.051M Shares 47,035 Share Price $171.17 * Est. Cost/Share $159.19 Unrealized @ Report Date +0.2%

WALDW WALDENCAST PLC 0.4%

Value $3.749M Shares 6,247,776 Share Price $0.60 Est. Cost/Share $0.41 Unrealized @ Report Date —

IWM ISHARES TR 0.1%

Value $892K Shares 5,000 Share Price $178.40 Est. Cost/Share $178.40 Unrealized @ Report Date —

RWM PROSHARES TR 0.1%

Value $863K Shares 36,000 Share Price $23.97 Est. Cost/Share $23.97 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MELI	MERCADOLIBRE INC	165,389	$218M	26.0%	$1318.06 *	$967.74	+17.5%	COM	58733R102
WALD	WALDENCAST PLC	14,658,333	$119M	14.2%	$8.15 *	$8.86	-3.5%	CLASS A ORD SHS	G9503X103
NU	NU HLDGS LTD	24,061,727	$115M	13.6%	$4.76 *	$4.57	-2.5%	ORD SHS CL A	G6683N103
—	NATURA &CO HOLDING	16,368,053	$85.44M	10.2%	$5.22	$10.60	—	ADS	63884N108
SGI	TEMPUR SEALY INTL INC	1,182,663	$46.7M	5.6%	$39.49	$25.47	+56.1%	COM	88023U101
LIN	LINDE PLC	122,586	$43.57M	5.2%	$355.44 *	$322.30	0.0%	SHS	G54950103
APPF	APPFOLIO INC	327,740	$40.8M	4.9%	$124.48 *	$141.34	-14.6%	COM CL A	03783C100
VALE	VALE SA	2,257,134	$35.62M	4.2%	$15.78	$13.06	—	SPONSORED ADS	91912E105
AMZN	AMAZON COM INC	323,022	$33.36M	4.0%	$103.29 *	$115.36	-16.2%	COM	023135106
OKTA	OKTA INC	310,407	$26.77M	3.2%	$86.24 *	$186.29	-59.1%	CL A	679295105
DHR	DANAHER CORPORATION	105,455	$26.58M	3.2%	$252.04 *	$224.08	0.0%	COM	235851102
VTEX	VTEX	6,715,399	$25.79M	3.1%	$3.84 *	$6.20	-34.3%	SHS CL A	G9470A102
STVN	STEVANATO GROUP SPA	370,431	$9.594M	1.1%	$25.90 *	$17.22	+23.6%	ORD SHS	T9224W109
TEAM	ATLASSIAN CORPORATION	47,035	$8.051M	1.0%	$171.17 *	$159.19	+0.2%	CL A	049468101
WALDW	WALDENCAST PLC	6,247,776	$3.749M	0.4%	$0.60	$0.41	—	*W EXP 07/27/202	G9503X111
IWM	ISHARES TR	5,000	$892K	0.1%	$178.40	$178.40	—	RUSSELL 2000 ETF	464287655
RWM	PROSHARES TR	36,000	$863K	0.1%	$23.97	$23.97	—	SHRT RUSSELL2000	74348A210