Dynamo Internacional Gestao de Recursos Ltda.
- SEC CIK
- 0001546790
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 22
- +1 vs. Q1 2021
- Portfolio value
- $1.21B
- +$113.5M (+10.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Natura &CO Hldg S A63884N108 | ADS | 10,458,657 | $237.3M | 19.5% | −7,908,232−43.1% | Reduced | – |
| SGISomnigroup International Inc. | COM | 5,168,939 | $202.6M | 16.7% | +575,921+12.5% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 5,057,066 | $115.4M | 9.5% | −5,549,671−52.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 33,189 | $83.2M | 6.9% | +1,456+4.6% | Added | History |
| APPFAppfolio Inc | COM CL A | 569,932 | $80.5M | 6.6% | +99,838+21.2% | Added | History |
| MELIMercadolibre Inc | COM | 50,255 | $78.3M | 6.4% | −37,344−42.6% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 736,635 | $76.7M | 6.3% | +117,435+19.0% | Added | History |
| XPXP Inc. | CL A | 1,421,939 | $61.9M | 5.1% | −181,453−11.3% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 853,896 | $61.5M | 5.1% | +54,500+6.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 163,380 | $56.8M | 4.7% | +8,640+5.6% | Added | History |
| STNEStoneCo Ltd. | COM | 655,681 | $44.0M | 3.6% | +260,222+65.8% | Added | History |
| OKTAOkta, Inc. | CL A | 104,910 | $25.7M | 2.1% | +71,870+217.5% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 66,260 | $18.3M | 1.5% | +66,260 | New | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 2,409,911 | $14.5M | 1.2% | +1,929,465+401.6% | Added | History |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 2,005,999 | $13.7M | 1.1% | −205,510−9.3% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 93,839 | $10.2M | 0.8% | +18,800+25.1% | Added | History |
| Ribbit Leap LtdG7552B121 | UNIT 99/99/9999 | 779,011 | $8.65M | 0.7% | 00.0% | Unchanged | – |
| Waldencast Acquisition CorpG9460C126 | UNIT 03/11/2026 | 810,000 | $8.32M | 0.7% | 00.0% | Unchanged | – |
| TCVATCV Acquisition Corp. | CL A SHS | 726,237 | $7.20M | 0.6% | +726,237 | New | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 810,964 | $4.79M | 0.4% | 00.0% | Unchanged | History |
| Ribbit Leap LtdG7552B105 | SHS CL A | 435,325 | $4.65M | 0.4% | +98,000+29.1% | Added | – |
| Ribbit Leap LtdG7552B113 | *W EXP 09/09/202 | 87,065 | $195.0K | <0.1% | +19,600+29.1% | Added | – |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Altimeter Growth CorpG0370L124 | UNIT 99/99/9999 | 63,998 | $783.0K | 0.1% | – |