Dynamo Internacional Gestao De Recursos as of Sept. 30, 2022
Portfolio Holdings for Dynamo Internacional Gestao De Recursos
Dynamo Internacional Gestao De Recursos holds 15 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tempur-Pedic International (TPX) | 19.1 | $135M | 4.6M | 29.55 | |
| Waldencast Class A Ord Shs (WALD) | 12.8 | $90M | 15M | 6.17 | |
| Natura &co Holding Ads (NTCOY) | 12.4 | $88M | 17M | 5.18 | |
| Appfolio Com Cl A (APPF) | 12.1 | $86M | 749k | 114.50 | |
| Vale Sa Sponsored Ads (VALE) | 11.7 | $83M | 6.2M | 13.32 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 10.8 | $76M | 1.6M | 46.73 | |
| MercadoLibre (MELI) | 5.0 | $35M | 42k | 827.78 | |
| XP Cl A (XP) | 4.4 | $31M | 1.6M | 19.01 | |
| Amazon (AMZN) | 3.8 | $27M | 301k | 89.98 | |
| Okta Cl A (OKTA) | 3.5 | $25M | 525k | 47.70 | |
| Vtex Shs Cl A (VTEX) | 1.7 | $12M | 3.2M | 3.70 | |
| Nu Holdings Ord Shs Cl A (NU) | 1.1 | $7.5M | 1.7M | 4.40 | |
| Stevanato Group Spa Ord Shs (STVN) | 0.7 | $4.9M | 342k | 14.45 | |
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.5 | $3.7M | 811k | 4.52 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.4 | $2.5M | 6.2M | 0.41 |
