DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q2 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: Q2 2022 (← Previous) (Next →)

Filing Date: Jun 14, 2023

Total Value: $636M (100.0% shares, 0.0% debt)

Holdings (17)

SGI TEMPUR SEALY INTL INC 17.2%

Value $110M Shares 5,129,505 Share Price $21.37 * Est. Cost/Share $25.47 Unrealized @ Report Date +1.2%

— NATURA &CO HOLDING 13.9%

Value $88.44M Shares 16,974,353 Share Price $5.21 Est. Cost/Share $10.60 Unrealized @ Report Date —

APPF APPFOLIO INC 12.1%

Value $76.75M Shares 846,716 Share Price $90.64 * Est. Cost/Share $141.34 Unrealized @ Report Date -28.7%

VALE VALE SA 11.9%

Value $75.65M Shares 5,170,831 Share Price $14.63 Est. Cost/Share $13.01 Unrealized @ Report Date —

BUD ANHEUSER BUSCH INBEV SA/NV 11.5%

Value $73.4M Shares 1,360,522 Share Price $53.95 Est. Cost/Share $65.16 Unrealized @ Report Date —

MELI MERCADOLIBRE INC 8.1%

Value $51.65M Shares 81,099 Share Price $636.87 * Est. Cost/Share $683.36 Unrealized @ Report Date +27.6%

AMZN AMAZON COM INC 6.6%

Value $42.15M Shares 396,870 Share Price $106.21 * Est. Cost/Share $125.13 Unrealized @ Report Date 0.0%

OKTA OKTA INC 6.1%

Value $39.04M Shares 431,880 Share Price $90.40 * Est. Cost/Share $207.90 Unrealized @ Report Date -48.1%

XP XP INC 5.4%

Value $34.54M Shares 1,923,054 Share Price $17.96 * Est. Cost/Share $34.35 Unrealized @ Report Date -33.0%

NU NU HOLDINGS LTD 2.3%

Value $14.45M Shares 3,862,541 Share Price $3.74 * Est. Cost/Share $6.75 Unrealized @ Report Date -24.9%

VTEX VTEX 1.6%

Value $9.903M Shares 3,215,399 Share Price $3.08 * Est. Cost/Share $8.51 Unrealized @ Report Date -43.3%

— WALDENCAST ACQUISITION CORP 1.3%

Value $8.173M Shares 810,000 Share Price $10.09 Est. Cost/Share $9.99 Unrealized @ Report Date —

— ATLASSIAN CORP PLC 1.3%

Value $8.071M Shares 43,070 Share Price $187.40 Est. Cost/Share $187.40 Unrealized @ Report Date —

GGB GERDAU SA 0.5%

Value $3.479M Shares 810,964 Share Price $4.29 Est. Cost/Share $1.91 Unrealized @ Report Date —

RYAAY RYANAIR HOLDINGS PLC 0.0%

Value $196K Shares 2,919 Share Price $67.25 Est. Cost/Share $307.15 Unrealized @ Report Date —

— RIBBIT LEAP LTD 0.0%

Value $19,091 Shares 86,778 Share Price $0.22 Est. Cost/Share $2.82 Unrealized @ Report Date —

— RIBBIT LEAP LTD 0.0%

Value $99 Shares 10 Share Price $9.90 Est. Cost/Share $9.90 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SGI	TEMPUR SEALY INTL INC	5,129,505	$110M	17.2%	$21.37 *	$25.47	+1.2%	COM	88023U101
—	NATURA &CO HOLDING	16,974,353	$88.44M	13.9%	$5.21	$10.60	—	ADS	63884N108
APPF	APPFOLIO INC	846,716	$76.75M	12.1%	$90.64 *	$141.34	-28.7%	COM CL A	03783C100
VALE	VALE SA	5,170,831	$75.65M	11.9%	$14.63	$13.01	—	SPONSORED ADS	91912E105
BUD	ANHEUSER BUSCH INBEV SA/NV	1,360,522	$73.4M	11.5%	$53.95	$65.16	—	SPONSORED ADR	03524A108
MELI	MERCADOLIBRE INC	81,099	$51.65M	8.1%	$636.87 *	$683.36	+27.6%	COM	58733R102
AMZN	AMAZON COM INC	396,870	$42.15M	6.6%	$106.21 *	$125.13	0.0%	COM	023135106
OKTA	OKTA INC	431,880	$39.04M	6.1%	$90.40 *	$207.90	-48.1%	CL A	679295105
XP	XP INC	1,923,054	$34.54M	5.4%	$17.96 *	$34.35	-33.0%	CL A	G98239109
NU	NU HOLDINGS LTD	3,862,541	$14.45M	2.3%	$3.74 *	$6.75	-24.9%	ORD SHS CL A	G6683N103
VTEX	VTEX	3,215,399	$9.903M	1.6%	$3.08 *	$8.51	-43.3%	SHS CL A	G9470A102
—	WALDENCAST ACQUISITION CORP	810,000	$8.173M	1.3%	$10.09	$9.99	—	UNIT 03/11/2026	G9460C126
—	ATLASSIAN CORP PLC	43,070	$8.071M	1.3%	$187.40	$187.40	—	CL A	G06242104
GGB	GERDAU SA	810,964	$3.479M	0.5%	$4.29	$1.91	—	SPON ADR REP PFD	373737105
RYAAY	RYANAIR HOLDINGS PLC	2,919	$196K	0.0%	$67.25	$307.15	—	SPONSORED ADS	783513203
—	RIBBIT LEAP LTD	86,778	$19,091	0.0%	$0.22	$2.82	—	*W EXP 09/09/202	G7552B113
—	RIBBIT LEAP LTD	10	$99	0.0%	$9.90	$9.90	—	SHS CL A	G7552B105