Baleias

MUTC34

Micron Technology Inc · BDR

Portfolios as of March 2026
Price
R$752.00
▼ 13.7% over 1 month
All funds holding it
56
+1 this month
Value across all funds
R$138.7M
portfolios of Mar/26
Sold short
R$0
Drys Capital: R$32.8M (30.9%)Safra: R$19.6M (18.5%)Caixa: R$18.1M (17.1%)Drys Capital: R$9.8M (9.3%)Safra: R$5.5M (5.2%)Joule: R$3.6M (3.4%)Joule: R$2.8M (2.6%)Others (11): R$13.9M (13.1%)Drys CapitalSafraCaixaDrys CapitalSafraOthers (11)R$106.2Min 18 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1AddedR$32.8M
  2. 2HeldR$19.6M
  3. 3TrimmedR$18.1M
  4. 4HeldR$9.8M
  5. 5AddedR$5.5M
  6. 6AddedR$3.6M
  7. 7AddedR$2.8M

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Drys Capital · EQUITAS MASTER SELECTIONAdded112.2K105.5K109.7K109.7K109.7K158.4K
Safra · SAFRA INTELIGÊNCIA ARTIFICIALHeld67.1K68.4K114.6K100K91.2K106.5K
Caixa · CAIXA INSTITUCIONAL BDR NÍVEL ITrimmed62.2K69.1K69.3K66.2K71.4K72.4K
Drys Capital · EQUITAS HIGH CONVICTIONSHeld33.7K33.7K33.4K20K28.3K28.9K
Safra · SAFRA CONSUMO AMERICANO PB BDR-AÇÕESAdded18.9K12.9K––––
Joule · JOULE VALUE MASTERAdded12.5K11.2K11.2K11.5K––
Joule · PER VALUEAdded9.6K8.5K8.5K7.6K––
Empiricus · EMPIRICUS TECH SELECTTrimmed7.8K25.7K25.7K–––
XP · GLADIUSAdded6.2K2.8K7.1K85.9K10.4K
XP Allocation · TREND INTELIGENCIA ARTIFICIALAdded5.4K5K5.5K4.5K6.1K6.4K
Banco Bradesco · BRAM LONG BIASEDAdded5.1K4.1K3.1K4.1K––
Banco Bradesco · BRAM EQUITY HEDGE FI FINANCEIRO - CI MULT - RESP LIMITADAHeld5.1K5.1K4.4K5.3K––
Banco Bradesco · BRADESCO INSTITUCIONALAdded4.7K4.5K4.5K4.7K5.3K4.8K
Banco Bradesco · BRADESCO NÍVEL I FI FINANCEIRO - CIA - RESP LIMITADAHeld4.6K4.6K4.9K5.2K5.2K5.7K
Safra · SAFRA EXPLORER PLUS MASTER FUNDO DE INVEST FINANCEIROAdded4.2K1.9K1.3K–––
Safra · SAFRA GALILEO MASTERTrimmed2.2K2.7K––––
Safra · SAFRA BDR-AÇÕES PBAdded2.2K1.8K––––
Safra · SAFRA PREV MULTI ESTRATEGIA MASTERNew122–––––

Funds holding it

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