Baleias

L1RC34

Lam Research Corporation · BDR

Portfolios as of March 2026
Price
R$30.20
▼ 9.1% over 1 month
All funds holding it
16
+2 this month
Value across all funds
R$39.3M
portfolios of Mar/26
Sold short
R$0
Safra: R$22.2M (64.4%)Safra: R$4.8M (13.9%)Empiricus: R$2.9M (8.3%)XP: R$1.4M (4.1%)Banco Bradesco: R$941.0K (2.7%)Banco Bradesco: R$923.5K (2.7%)Safra: R$789.9K (2.3%)Others (2): R$532.3K (1.5%)SafraSafraEmpiricusXPR$34.4Min 9 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1HeldR$22.2M
  2. 2HeldR$4.8M
  3. 3HeldR$2.9M
  4. 4AddedR$1.4M
  5. 5AddedR$941.0K
  6. 6TrimmedR$923.5K
  7. 7TrimmedR$789.9K

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Safra · SAFRA INTELIGÊNCIA ARTIFICIALHeld879.3K890.7K1.2M1M952.5K977.2K
Safra · SAFRA CONSUMO AMERICANO PB BDR-AÇÕESHeld190K188.6K116.6K124.1K146.5K–
Empiricus · EMPIRICUS TECH SELECTHeld114.2K114.2K––––
XP · GLADIUSAdded56.5K7.8K8–29.6K18
Banco Bradesco · BRADESCO INSTITUCIONALAdded37.6K35.4K35.4K37.8K37.8K37.8K
Banco Bradesco · BRADESCO NÍVEL I FI FINANCEIRO - CIA - RESP LIMITADATrimmed36.9K39.7K39.7K43.7K43.7K43.7K
Safra · SAFRA GALILEO MASTERTrimmed31.3K35.2K––––
Safra · SAFRA BDR-AÇÕES PBHeld19.5K19.6K15.4K16.5K19.6K–
Safra · SAFRA PREV MULTI ESTRATEGIA MASTERNew1.6K–––––
XP · NIMRODExited–45––––

Funds holding it

All CVM funds
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep

Insiders

VLMO form, ten days after month-end

No insider trades in the last six months.

Monthly portfolios of open-ended equity and multi-strategy funds with at least R$ 50 million in assets, from CVM open data (CDA, daily report and registry; ODbL license). Funds can keep positions confidential for up to 180 days, so each portfolio shows the month it refers to. Delayed prices (brapi). Informational content, not investment advice.

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