DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q1 2022 13F Filing | 13F Explorer
Creator: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Published: 2023-06-14

Location: Rio De Janeiro, Brazil

CIK: 0001546790 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Jun 14, 2023

Total Value: $856M (100.0% shares, 0.0% debt)

Holdings (17)

— NATURA &CO HOLDING 19.1%

Value $164M Shares 14,995,810 Share Price $10.92 Est. Cost/Share $11.31 Unrealized @ Report Date —

SGI TEMPUR SEALY INTL INC 15.9%

Value $136M Shares 4,888,026 Share Price $27.92 * Est. Cost/Share $25.46 Unrealized @ Report Date +44.7%

BUD ANHEUSER BUSCH INBEV SA/NV 13.6%

Value $116M Shares 1,936,380 Share Price $60.06 Est. Cost/Share $65.16 Unrealized @ Report Date —

APPF APPFOLIO INC 10.1%

Value $86.51M Shares 764,183 Share Price $113.21 Est. Cost/Share $145.71 Unrealized @ Report Date -21.0%

MELI MERCADOLIBRE INC 9.9%

Value $84.65M Shares 71,168 Share Price $1189.48 * Est. Cost/Share $657.07 Unrealized @ Report Date +65.6%

VALE VALE SA 8.8%

Value $75.11M Shares 3,757,276 Share Price $19.99 Est. Cost/Share $12.40 Unrealized @ Report Date —

OKTA OKTA INC 6.5%

Value $56.08M Shares 371,520 Share Price $150.96 * Est. Cost/Share $224.14 Unrealized @ Report Date -20.0%

META META PLATFORMS INC 5.6%

Value $48.29M Shares 217,187 Share Price $222.36 * Est. Cost/Share $274.36 Unrealized @ Report Date -9.5%

XP XP INC 4.7%

Value $40.5M Shares 1,345,353 Share Price $30.10 * Est. Cost/Share $39.21 Unrealized @ Report Date -20.5%

VTEX VTEX 2.1%

Value $18.32M Shares 2,978,374 Share Price $6.15 * Est. Cost/Share $8.81 Unrealized @ Report Date -15.4%

NU NU HOLDINGS LTD 1.2%

Value $10.55M Shares 1,367,070 Share Price $7.72 * Est. Cost/Share $9.82 Unrealized @ Report Date -18.3%

— WALDENCAST ACQUISITION CORP 1.0%

Value $8.335M Shares 810,000 Share Price $10.29 Est. Cost/Share $9.99 Unrealized @ Report Date —

GGB GERDAU SA 0.6%

Value $5.214M Shares 810,964 Share Price $6.43 Est. Cost/Share $1.91 Unrealized @ Report Date —

— RIBBIT LEAP LTD 0.4%

Value $3.049M Shares 306,386 Share Price $9.95 Est. Cost/Share $13.93 Unrealized @ Report Date —

— MELI KASZEK PIONEER CORP 0.3%

Value $2.362M Shares 229,303 Share Price $10.30 Est. Cost/Share $11.05 Unrealized @ Report Date —

RYAAY RYANAIR HOLDINGS PLC 0.1%

Value $768K Shares 8,819 Share Price $87.12 Est. Cost/Share $307.15 Unrealized @ Report Date —

— RIBBIT LEAP LTD 0.0%

Value $44,257 Shares 86,778 Share Price $0.51 Est. Cost/Share $2.82 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	NATURA &CO HOLDING	14,995,810	$164M	19.1%	$10.92	$11.31	—	ADS	63884N108
SGI	TEMPUR SEALY INTL INC	4,888,026	$136M	15.9%	$27.92 *	$25.46	+44.7%	COM	88023U101
BUD	ANHEUSER BUSCH INBEV SA/NV	1,936,380	$116M	13.6%	$60.06	$65.16	—	SPONSORED ADR	03524A108
APPF	APPFOLIO INC	764,183	$86.51M	10.1%	$113.21	$145.71	-21.0%	COM CL A	03783C100
MELI	MERCADOLIBRE INC	71,168	$84.65M	9.9%	$1189.48 *	$657.07	+65.6%	COM	58733R102
VALE	VALE SA	3,757,276	$75.11M	8.8%	$19.99	$12.40	—	SPONSORED ADS	91912E105
OKTA	OKTA INC	371,520	$56.08M	6.5%	$150.96 *	$224.14	-20.0%	CL A	679295105
META	META PLATFORMS INC	217,187	$48.29M	5.6%	$222.36 *	$274.36	-9.5%	CL A	30303M102
XP	XP INC	1,345,353	$40.5M	4.7%	$30.10 *	$39.21	-20.5%	CL A	G98239109
VTEX	VTEX	2,978,374	$18.32M	2.1%	$6.15 *	$8.81	-15.4%	SHS CL A	G9470A102
NU	NU HOLDINGS LTD	1,367,070	$10.55M	1.2%	$7.72 *	$9.82	-18.3%	ORD SHS CL A	G6683N103
—	WALDENCAST ACQUISITION CORP	810,000	$8.335M	1.0%	$10.29	$9.99	—	UNIT 03/11/2026	G9460C126
GGB	GERDAU SA	810,964	$5.214M	0.6%	$6.43	$1.91	—	SPON ADR REP PFD	373737105
—	RIBBIT LEAP LTD	306,386	$3.049M	0.4%	$9.95	$13.93	—	UNIT 99/99/9999	G7552B121
—	MELI KASZEK PIONEER CORP	229,303	$2.362M	0.3%	$10.30	$11.05	—	CLASS A ORD	G5S74L106
RYAAY	RYANAIR HOLDINGS PLC	8,819	$768K	0.1%	$87.12	$307.15	—	SPONSORED ADS	783513203
—	RIBBIT LEAP LTD	86,778	$44,257	0.0%	$0.51	$2.82	—	*W EXP 09/09/202	G7552B113