Dynamo Internacional Gestao De Recursos as of Sept. 30, 2020
Portfolio Holdings for Dynamo Internacional Gestao De Recursos
Dynamo Internacional Gestao De Recursos holds 19 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natura &co Hldg S A Ads (NTCOY) | 20.8 | $291M | 12M | 23.54 | |
| Tempur-Pedic International (TPX) | 14.9 | $209M | 1.6M | 132.15 | |
| MercadoLibre (MELI) | 9.6 | $134M | 124k | 1082.48 | |
| Vale S A Sponsored Ads (VALE) | 8.8 | $123M | 9.0M | 13.61 | |
| Cosan Shs A | 7.6 | $107M | 7.2M | 14.85 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 6.0 | $84M | 1.0M | 80.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $81M | 37k | 2178.05 | |
| Electronic Arts (EA) | 5.2 | $73M | 376k | 193.28 | |
| XP Cl A (XP) | 4.7 | $66M | 1.6M | 41.69 | |
| Disney Walt Com Disney (DIS) | 3.6 | $50M | 272k | 183.90 | |
| Appfolio Com Cl A (APPF) | 2.8 | $39M | 186k | 210.44 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 2.6 | $36M | 79k | 460.16 | |
| Proshares Tr Shrt Russell2000 (RWM) | 2.4 | $33M | 174k | 191.02 | |
| Spotify Technology S A SHS (SPOT) | 2.1 | $30M | 83k | 359.54 | |
| Slack Technologies Com Cl A | 1.9 | $27M | 672k | 40.10 | |
| Loma Negra Corp Sponsored Ads (LOMA) | 0.8 | $11M | 2.5M | 4.31 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.2 | $3.1M | 896k | 3.43 | |
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.2 | $3.0M | 811k | 3.70 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.1 | $1.9M | 480k | 3.98 |
