Dynamo Internacional Gestao De Recursos as of Sept. 30, 2023
Portfolio Holdings for Dynamo Internacional Gestao De Recursos
Dynamo Internacional Gestao De Recursos holds 25 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 15.5 | $224M | 177k | 1267.88 | |
| Nu Hldgs Ord Shs Cl A (NU) | 14.4 | $209M | 29M | 7.25 | |
| Waldencast Class A Ord Shs (WALD) | 10.0 | $144M | 15M | 9.42 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 8.7 | $127M | 352k | 359.76 | |
| Vale Sa Sponsored Ads (VALE) | 6.7 | $97M | 7.2M | 13.40 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 6.5 | $95M | 535k | 177.43 | |
| Rio Tinto Sponsored Adr Put Option (RIO) | 4.7 | $69M | 1.1M | 63.64 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 4.7 | $69M | 160k | 428.60 | |
| Natura &co Holding Ads (NTCOY) | 4.3 | $62M | 11M | 5.77 | |
| Ishares Msci Eurzone Etf Put Option (EZU) | 4.0 | $58M | 1.4M | 42.35 | |
| Linde SHS (LIN) | 2.8 | $40M | 107k | 372.35 | |
| Appfolio Com Cl A (APPF) | 2.7 | $39M | 212k | 182.63 | |
| Vtex Shs Cl A (VTEX) | 2.3 | $33M | 6.6M | 5.01 | |
| Danaher Corporation (DHR) | 2.1 | $30M | 121k | 248.10 | |
| Amazon (AMZN) | 1.7 | $25M | 196k | 127.12 | |
| Tempur-Pedic International (TPX) | 1.5 | $22M | 497k | 43.34 | |
| Amphenol Corp Cl A (APH) | 1.5 | $21M | 255k | 83.99 | |
| General Electric Com New (GE) | 1.4 | $21M | 187k | 110.55 | |
| Okta Cl A (OKTA) | 1.0 | $15M | 184k | 81.51 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 1.0 | $14M | 144k | 97.21 | |
| Atlassian Corporation Cl A (TEAM) | 0.9 | $13M | 65k | 201.51 | |
| HEICO Corporation (HEI) | 0.7 | $10M | 81k | 129.22 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.4 | $5.6M | 6.2M | 0.90 | |
| Suzano S A Spon Ads (SUZ) | 0.3 | $4.8M | 450k | 10.75 | |
| Descartes Sys Grp (DSGX) | 0.2 | $2.7M | 37k | 73.38 |
