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Size ($ in 1000's)
At 12/31/2023: $729,920
At 09/30/2023: $1,452,281
Dynamo Internacional Gestao DE Recursos LTDA. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dynamo Internacional Gestao DE Recursos LTDA. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Dynamo Internacional Gestao DE Recursos LTDA. top holdings by largest position size, as per the latest 13f filing made by Dynamo Internacional Gestao DE Recursos LTDA..
In the Dynamo Internacional Gestao DE Recursos LTDA.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Dynamo Internacional Gestao DE Recursos LTDA. in that top holding, then the share count change between reporting periods, and finally the Dynamo Internacional Gestao DE Recursos LTDA. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 NU HLDGS LTD |
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$249,983 | | NU | 28,456,088 | +1,202,486 | $237,039 | | Call | 1,554,000 | UNCH | $12,945 | | Put | 100 | +100 | $1 | | MERCADOLIBRE INC |
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$169,047 | | MELI | 59,268 | -46,863 | $93,142 | | Call | 48,300 | -22,400 | $75,905 | | NATURA &CO HOLDING S A |
6,708,798 |
-4,040,658 |
$45,888 | | NTCO | 6,708,798 | -4,040,658 | $45,888 | | VTEX |
6,418,266 |
-193,556 |
$44,158 | | VTEX | 6,418,266 | -193,556 | $44,158 | | VALE SA |
1,565,299 |
-5,668,065 |
$24,826 | | VALE | 1,565,299 | -5,668,065 | $24,826 | | RYANAIR HOLDINGS PLC |
102,492 |
-41,070 |
$13,668 | | RYAAY | 102,492 | -41,070 | $13,668 | | APPFOLIO INC |
69,765 |
-142,183 |
$12,086 | | APPF | 69,765 | -142,183 | $12,086 | | LINDE PLC |
27,641 |
-79,727 |
$11,352 | | LIN | 27,641 | -79,727 | $11,352 | | GENERAL ELECTRIC CO |
79,869 |
-107,379 |
$10,194 | | GE | 79,869 | -107,379 | $10,194 | | DANAHER CORPORATION |
38,850 |
-81,683 |
$8,988 | | DHR | 38,850 | -81,683 | $8,988 | | WALDENCAST PLC |
810,000 |
-14,522,933 |
$8,861 | | WALD | 810,000 | -14,522,933 | $8,861 | | AMPHENOL CORP NEW |
55,074 |
-200,235 |
$5,459 | | APH | 55,074 | -200,235 | $5,459 | | AMAZON COM INC |
34,573 |
-161,543 |
$5,253 | | AMZN | 34,573 | -161,543 | $5,253 | | SUZANO S A |
450,000 |
UNCH |
$5,112 | | SUZ | 450,000 | UNCH | $5,112 | | TEMPUR SEALY INTL INC |
86,679 |
-410,554 |
$4,418 | | TPX | 86,679 | -410,554 | $4,418 | | DESCARTES SYS GROUP INC |
48,032 |
+11,332 |
$4,038 | | DSGX | 48,032 | +11,332 | $4,038 | | HEICO CORP NEW |
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$3,283 | | HEI.A | 23,047 | +23,047 | $3,283 | | VERALTO CORP |
11,467 |
+11,467 |
$943 | | VLTO | 11,467 | +11,467 | $943 | | WALDENCAST PLC |
269,999 |
-5,977,777 |
$262 | | WALDW | 269,999 | -5,977,777 | $262 |
See Full List: All Stocks Held By Dynamo Internacional Gestao DE Recursos LTDA.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Dynamo Internacional Gestao DE Recursos LTDA.
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