DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
$1.45Billion
Equity Portfolio Value
Last Reported on: 17 Nov, 2023
New Buys
| Ticker | $ Bought |
|---|---|
| GENERAL ELECTRIC CO | 20,700,300 |
| DESCARTES SYS GROUP INC | 2,693,050 |
New stocks bought by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Additions
| Ticker | % Inc. |
|---|---|
| VALE SA | 219 |
| VTEX | 106 |
| AMPHENOL CORP NEW | 27.64 |
| HEICO CORP NEW | 27.32 |
| NU HLDGS LTD | 24.27 |
| RYANAIR HOLDINGS PLC | 10.93 |
| WALDENCAST PLC | 4.6 |
Additions to existing portfolio by DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Reductions
| Ticker | % Reduced |
|---|---|
| NATURA &CO HOLDING | -55.29 |
| TEMPUR SEALY INTL INC | -37.42 |
| AMAZON COM INC | -32.98 |
| MERCADO LIBRE INC | -32.92 |
| OKTA INC | -31.03 |
| APPFOLIO INC | -14.77 |
| LINDE PLC | -4.06 |
| ATLASSIAN CORPORATION | -4.06 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| STEVANATO GROUP SPA | -8,515,000 |
| PROSHARES TR | -821,880 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. got rid off the above stocks
Current Stock Holdings of DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.
Last Reported on: 17 Nov, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 1.72 | 196,116 | 24,930,300 | REDUCED | -32.98 | |
| APH | AMPHENOL CORP NEW | 1.48 | 255,309 | 21,443,400 | ADDED | 27.64 | |
| APPF | APPFOLIO INC | 2.67 | 211,948 | 38,708,100 | REDUCED | -14.77 | |
| BZQ | PROSHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DHR | DANAHER CORPORATION | 2.06 | 135,962 | 29,904,200 | REDUCED | -4.04 | |
| GE | GENERAL ELECTRIC CO | 1.43 | 187,248 | 20,700,300 | NEW | ||
| HEI | HEICO CORP NEW | 0.72 | 80,726 | 10,431,400 | ADDED | 27.32 | |
| LIN | LINDE PLC | 2.76 | 107,368 | 39,978,500 | REDUCED | -4.06 | |
| MELI | MERCADO LIBRE INC | 9.28 | 106,131 | 134,561,000 | REDUCED | -32.92 | |
| OKTA | OKTA INC | 1.04 | 184,317 | 15,023,700 | REDUCED | -31.03 | |
| TPX | TEMPUR SEALY INTL INC | 1.49 | 497,233 | 21,550,100 | REDUCED | -37.42 | |
| NU HLDGS LTD | 13.63 | 27,253,600 | 197,589,000 | ADDED | 24.27 | ||
| WALDENCAST PLC | 9.96 | 15,332,900 | 144,436,000 | ADDED | 4.6 | ||
| VALE SA | 6.69 | 7,233,360 | 96,927,100 | ADDED | 219 | ||
| NATURA &CO HOLDING | 4.28 | 10,749,500 | 62,024,300 | REDUCED | -55.29 | ||
| VTEX | 2.29 | 6,611,820 | 33,125,200 | ADDED | 106 | ||
| RYANAIR HOLDINGS PLC | 0.96 | 143,562 | 13,955,700 | ADDED | 10.93 | ||
| ATLASSIAN CORPORATION | 0.91 | 65,142 | 13,126,800 | REDUCED | -4.06 | ||
| WALDENCAST PLC | 0.39 | 6,247,780 | 5,607,380 | UNCHANGED | 0.00 | ||
| SUZANO S A | 0.33 | 450,000 | 4,837,500 | UNCHANGED | 0.00 | ||
| DESCARTES SYS GROUP INC | 0.19 | 36,700 | 2,693,050 | NEW | |||
| STEVANATO GROUP SPA | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |