Dynamo Internacional Gestao De Recursos as of June 30, 2023
Portfolio Holdings for Dynamo Internacional Gestao De Recursos
Dynamo Internacional Gestao De Recursos holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 22.1 | $185M | 24M | 7.89 | |
| Natura &co Holding Ads (NTCOY) | 20.0 | $168M | 24M | 6.97 | |
| Vale Sa Sponsored Ads (VALE) | 11.6 | $97M | 7.2M | 13.42 | |
| Waldencast Class A Ord Shs (WALD) | 9.4 | $79M | 15M | 5.40 | |
| Appfolio Com Cl A (APPF) | 5.1 | $43M | 249k | 172.14 | |
| Linde SHS (LIN) | 5.1 | $43M | 112k | 381.08 | |
| Amazon (AMZN) | 4.5 | $38M | 293k | 130.36 | |
| Tempur-Pedic International (TPX) | 3.8 | $32M | 795k | 40.07 | |
| Danaher Corporation (DHR) | 3.6 | $30M | 126k | 240.00 | |
| Waldencast *w Exp 07/27/202 (WALDW) | 2.9 | $24M | 6.2M | 3.86 | |
| Okta Cl A (OKTA) | 2.2 | $19M | 267k | 69.35 | |
| Amphenol Corp Cl A (APH) | 2.0 | $17M | 200k | 84.95 | |
| Vtex Shs Cl A (VTEX) | 1.8 | $15M | 3.2M | 4.80 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 1.7 | $14M | 129k | 110.60 | |
| Atlassian Corporation Cl A (TEAM) | 1.4 | $11M | 68k | 167.81 | |
| HEICO Corporation (HEI) | 1.1 | $8.9M | 63k | 140.60 | |
| Stevanato Group Spa Ord Shs (STVN) | 1.0 | $8.5M | 263k | 32.38 | |
| Suzano S A Spon Ads (SUZ) | 0.5 | $4.1M | 450k | 9.22 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $936k | 5.0k | 187.27 | |
| Proshares Tr Shrt Russell2000 (RWM) | 0.1 | $822k | 36k | 22.83 |
