DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Diversified Active

Name: DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Q4 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: Q4 2022 (← Previous) (Next →)

Filing Date: Jun 14, 2023

Total Value: $742M (100.0% shares, 0.0% debt)

Holdings (15)

WALD WALDENCAST PLC 17.9%

Value $133M Shares 14,658,333 Share Price $9.08 * Est. Cost/Share $8.86 Unrealized @ Report Date +4.8%

SGI TEMPUR SEALY INTL INC 17.7%

Value $132M Shares 3,835,712 Share Price $34.33 * Est. Cost/Share $25.47 Unrealized @ Report Date +18.1%

BUD ANHEUSER BUSCH INBEV SA/NV 11.9%

Value $88.44M Shares 1,473,002 Share Price $60.04 Est. Cost/Share $62.09 Unrealized @ Report Date —

— NATURA &CO HOLDING 9.6%

Value $70.87M Shares 16,368,053 Share Price $4.33 Est. Cost/Share $10.60 Unrealized @ Report Date —

MELI MERCADOLIBRE INC 8.9%

Value $66.14M Shares 78,152 Share Price $846.24 * Est. Cost/Share $778.21 Unrealized @ Report Date +14.4%

NU NU HLDGS LTD 6.4%

Value $47.67M Shares 11,713,004 Share Price $4.07 * Est. Cost/Share $4.70 Unrealized @ Report Date -7.4%

APPF APPFOLIO INC 6.1%

Value $45.59M Shares 432,618 Share Price $105.38 * Est. Cost/Share $141.34 Unrealized @ Report Date -21.3%

VALE VALE SA 5.7%

Value $42.34M Shares 2,495,106 Share Price $16.97 Est. Cost/Share $13.06 Unrealized @ Report Date —

AMZN AMAZON COM INC 5.4%

Value $40.15M Shares 477,933 Share Price $84.00 * Est. Cost/Share $115.36 Unrealized @ Report Date -14.4%

OKTA OKTA INC 4.7%

Value $34.95M Shares 511,507 Share Price $68.33 * Est. Cost/Share $186.29 Unrealized @ Report Date -69.4%

VTEX VTEX 1.6%

Value $12.06M Shares 3,215,399 Share Price $3.75 Est. Cost/Share $8.51 Unrealized @ Report Date -55.2%

— LINDE PLC 1.6%

Value $11.53M Shares 35,350 Share Price $326.18 Est. Cost/Share $326.18 Unrealized @ Report Date —

TEAM ATLASSIAN CORPORATION 1.0%

Value $7.774M Shares 60,410 Share Price $128.68 * Est. Cost/Share $159.19 Unrealized @ Report Date 0.0%

STVN STEVANATO GROUP SPA 0.8%

Value $5.879M Shares 327,184 Share Price $17.97 * Est. Cost/Share $16.69 Unrealized @ Report Date -1.4%

WALDW WALDENCAST PLC 0.5%

Value $3.874M Shares 6,247,776 Share Price $0.62 Est. Cost/Share $0.41 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
WALD	WALDENCAST PLC	14,658,333	$133M	17.9%	$9.08 *	$8.86	+4.8%	CLASS A ORD SHS	G9503X103
SGI	TEMPUR SEALY INTL INC	3,835,712	$132M	17.7%	$34.33 *	$25.47	+18.1%	COM	88023U101
BUD	ANHEUSER BUSCH INBEV SA/NV	1,473,002	$88.44M	11.9%	$60.04	$62.09	—	SPONSORED ADR	03524A108
—	NATURA &CO HOLDING	16,368,053	$70.87M	9.6%	$4.33	$10.60	—	ADS	63884N108
MELI	MERCADOLIBRE INC	78,152	$66.14M	8.9%	$846.24 *	$778.21	+14.4%	COM	58733R102
NU	NU HLDGS LTD	11,713,004	$47.67M	6.4%	$4.07 *	$4.70	-7.4%	ORD SHS CL A	G6683N103
APPF	APPFOLIO INC	432,618	$45.59M	6.1%	$105.38 *	$141.34	-21.3%	COM CL A	03783C100
VALE	VALE SA	2,495,106	$42.34M	5.7%	$16.97	$13.06	—	SPONSORED ADS	91912E105
AMZN	AMAZON COM INC	477,933	$40.15M	5.4%	$84.00 *	$115.36	-14.4%	COM	023135106
OKTA	OKTA INC	511,507	$34.95M	4.7%	$68.33 *	$186.29	-69.4%	CL A	679295105
VTEX	VTEX	3,215,399	$12.06M	1.6%	$3.75	$8.51	-55.2%	SHS CL A	G9470A102
—	LINDE PLC	35,350	$11.53M	1.6%	$326.18	$326.18	—	SHS	G5494J103
TEAM	ATLASSIAN CORPORATION	60,410	$7.774M	1.0%	$128.68 *	$159.19	0.0%	CL A	049468101
STVN	STEVANATO GROUP SPA	327,184	$5.879M	0.8%	$17.97 *	$16.69	-1.4%	ORD SHS	T9224W109
WALDW	WALDENCAST PLC	6,247,776	$3.874M	0.5%	$0.62	$0.41	—	*W EXP 07/27/202	G9503X111