13F-HR filed by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 22 holding rows worth $866,306,866.
- Accession
- 0000947871-23-000860
- Filer
- CIK 1546790
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 22 entries on the cover page, a total value of $866,306,866 stated on the cover page (in dollars after the unit check, H1), rows summing to $866,306,868 with VALUE read as dollars as filed, 13F file number 028-15360. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NATURA &CO HLDG S A | 63884N108 | ADR | 24,040,475 | $167,562,111 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 13,368,929 | $105,480,850 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 6,820,538 | $91,531,620 | dollars as filed | |
| WALDENCAST PLC | G9503X103 | CLASS A ORD SHS | 14,658,333 | $79,093,767 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 4,980,000 | $66,831,600 | dollars as filed | call |
| APPFOLIO INC | 03783C100 | COM CL A | 248,667 | $42,805,537 | dollars as filed | |
| Linde plc | G54950103 | COM | 111,915 | $42,648,568 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 292,602 | $38,143,597 | dollars as filed | |
| SUZANO S A SPON ADS | 86959K105 | ADR | 4,125,375 | $38,035,958 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 794,603 | $31,839,742 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 125,614 | $30,147,360 | dollars as filed | |
| WALDENCAST PLC | G9503X111 | *W EXP 07/27/202 | 6,247,776 | $24,141,400 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 267,237 | $18,532,886 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 200,017 | $16,991,444 | dollars as filed | |
| VTEX SHS CL A | G9470A102 | Stock | 3,200,885 | $15,364,248 | dollars as filed | |
| RYANAIR HOLDINGS PLC SPONSORED ADR | 783513203 | ADR | 129,418 | $14,313,631 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 1,554,000 | $12,261,060 | dollars as filed | call |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 67,897 | $11,393,796 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 63,403 | $8,914,462 | dollars as filed | |
| STEVANATO GROUP S P A ORD SHS | T9224W109 | Stock | 262,971 | $8,515,001 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 5,000 | $936,350 | dollars as filed | |
| PROSHARES TR | 74348A210 | SHRT RUSSELL2000 | 36,000 | $821,880 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000947871-23-000860 | this filing | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000947871-23-000918 | base | 2023-09-01 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000947871-23-000919 | added | 2023-09-01 | acceptance time not in the bulk data set |