Dynamo Internacional Gestao De Recursos as of Dec. 31, 2022
Portfolio Holdings for Dynamo Internacional Gestao De Recursos
Dynamo Internacional Gestao De Recursos holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waldencast Class A Ord Shs (WALD) | 17.9 | $133M | 15M | 9.07 | |
| Tempur-Pedic International (TPX) | 17.7 | $132M | 3.8M | 34.33 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 11.9 | $88M | 1.5M | 60.04 | |
| Natura &co Holding Ads (NTCOY) | 9.6 | $71M | 16M | 4.33 | |
| MercadoLibre (MELI) | 8.9 | $66M | 78k | 846.24 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.4 | $48M | 12M | 4.07 | |
| Appfolio Com Cl A (APPF) | 6.1 | $46M | 433k | 105.38 | |
| Vale Sa Sponsored Ads (VALE) | 5.7 | $42M | 2.5M | 16.97 | |
| Amazon (AMZN) | 5.4 | $40M | 478k | 84.00 | |
| Okta Cl A (OKTA) | 4.7 | $35M | 512k | 68.33 | |
| Vtex Shs Cl A (VTEX) | 1.6 | $12M | 3.2M | 3.75 | |
| Linde SHS | 1.6 | $12M | 35k | 326.18 | |
| Atlassian Corporation Cl A (TEAM) | 1.0 | $7.8M | 60k | 128.68 | |
| Stevanato Group Spa Ord Shs (STVN) | 0.8 | $5.9M | 327k | 17.97 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 0.5 | $3.9M | 6.2M | 0.62 |
