DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. latest Q4_2020 13F filings reported $1,369,229,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is -2.21%. This fund has 20 securities concentrations of 100% weights.

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. largest holding is Natura &Co Holding S.A. American Depositary Shares with weight of 17.93% and $245,475,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR20$1,369,229,000-2.21%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
NATURA &CO HLDG S ANTCOBUY$245,4750.00%17.93%$20.000.00%12,273,743
TEMPUR SEALY INTL INCTPXDECR$190,357-8.71%13.90%$27.00246.81%7,050,246
VALE S AVALEBUY$184,6850.00%13.49%$16.760.00%11,019,399
MERCADOLIBRE INCMELIINCR$164,53022.87%12.02%$1675.22-120.61%98,214
COSAN LTDCZZINCR$161,65051.38%11.81%$18.43-78.03%8,771,001
XP INCXPINCR$77,98118.69%5.70%$39.67-75.26%1,965,743
ELECTRONIC ARTS INCEAINCR$76,6275.59%5.60%$143.60-57.88%533,614
ANHEUSER BUSCH INBEV SA/NVBUDBUY$63,6950.00%4.65%$69.910.00%911,096
ALPHABET INCGOOGDECR$60,969-24.76%4.45%$1751.88-106.46%34,802
APPFOLIO INCAPPFINCR$44,27712.93%3.23%$180.04-67.99%245,931
DISNEY WALT CODISDECR$29,081-41.94%2.12%$181.18-141.07%160,510
STONECO LTDSTNEBUY$22,6600.00%1.65%$83.920.00%270,025
LOMA NEGRA CORPLOMAINCR$14,26133.55%1.04%$6.15-106.40%2,318,809
RYANAIR HOLDINGS PLCRYAAYDECR$8,796-75.77%0.64%$109.99-98.61%79,974
RIBBIT LEAP LTDLEAP/UBUY$8,6030.00%0.63%$14.970.00%574,700
BANCO BRADESCO S ABBDBUY$4,7120.00%0.34%$5.260.00%895,818
GERDAU SAGGBINCR$3,78726.19%0.28%$4.67-100.00%810,964
PROSHARES TR DECR$3,325-89.98%0.24%$25.42-124.74%130,800
ITAU UNIBANCO HLDG S AITUBBUY$2,9260.00%0.21%$6.090.00%480,446
Altimeter Growth CorpAGCUUBUY$8320.00%0.06%$13.000.00%63,998
SPOTIFY TECHNOLOGY S ASPOTSOLD$00.00%-100.00%$0.000.00%0
SLACK TECHNOLOGIES INCWORKSOLD$00.00%-100.00%$0.000.00%0