Baleias

TSMC34

Taiwan Semiconductor Manufacturing Co., Ltd. ADR · BDR

Portfolios as of March 2026
Price
R$268.01
▼ 3.9% over 1 month
All funds holding it
94
+3 this month
Value across all funds
R$456.9M
portfolios of Mar/26
Sold short
R$21.7M
3 funds
Caixa: R$87.8M (22.9%)Safra: R$59.7M (15.5%)Arbor: R$51.4M (13.4%)TB Capital: R$35.9M (9.3%)Parcitas Macro: R$25.1M (6.5%)Franklin Templeton Brasil: R$24.2M (6.3%)Parcitas Ações: R$19.0M (4.9%)Others (18): R$81.1M (21.1%)CaixaSafraArborTB CapitalParcitas MacroFranklin Templeton Br…Parcitas AçõesOthers (18)R$384.1Min 25 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1
    CaixaCAIXA INSTITUCIONAL BDR NÍVEL I
    TrimmedR$87.8M
  2. 2
    SafraSAFRA INTELIGÊNCIA ARTIFICIAL
    HeldR$59.7M
  3. 3
    ArborARBOR MASTER
    HeldR$51.4M
  4. 4
    TB CapitalTB MASTER
    AddedR$35.9M
  5. 5
    Parcitas MacroPARCITAS HEDGE MASTER
    HeldR$25.1M
  6. 6
    Franklin Templeton BrasilWESTERN ASSET
    TrimmedR$24.2M
  7. 7
    Parcitas AçõesMAAM
    HeldR$19.0M

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Caixa · CAIXA INSTITUCIONAL BDR NÍVEL ITrimmed402.1K417.5K425.4K413.7K426.7K450.8K
Safra · SAFRA INTELIGÊNCIA ARTIFICIALHeld272.1K275.6K211.3K184.6K168.8K159.4K
Arbor · ARBOR MASTERHeld235.2K235.2K235.2K239.3K239.3K229.3K
TB Capital · TB MASTERAdded164.2K144.6K137.3K120.5K34.1K29.7K
Parcitas Macro · PARCITAS HEDGE MASTERHeld114.7K114.7K97K103.8K86.2K67.6K
Franklin Templeton Brasil · WESTERN ASSETTrimmed110.6K119.4K122.8K126.8K129.1K133.7K
Parcitas Ações · MAAMHeld87K87K87K93.6K93.6K93.6K
Investidor Profissional · IP PARTICIPAÇÕES MASTERHeld71K71K71K71K71K56.4K
Investidor Profissional · IP PARTICIPAÇÕES IPG MASTERHeld62.1K62.1K58.4K58.4K52.2K42.8K
Investidor Profissional · FUNDO DE INVESTIMENTO EM AÇÕES IP PARTICIPAÇÕES INSTITUCIONALTrimmed46.8K81.4K78.6K70.7K74.8K83.6K
XP · GLADIUSNew35.9K–––––
Investidor Profissional · IP VALUE HEDGE MASTERHeld27.3K27.3K27.3K27.3K27.3K27.3K
Plural · PLURAL BDRTrimmed14.7K16.6K16.6K16.6K16.6K16.6K
Empiricus · EMPIRICUS CARTEIRA UNIVERSAHeld14.4K14.4K15.4K15.4K––
Investidor Profissional · IP ATLAS MASTERTrimmed13.1K22.3K19.8K24.9K21.1K19.2K
Banco Bradesco · BRAM EQUITY HEDGE FI FINANCEIRO - CI MULT - RESP LIMITADATrimmed12.8K13.1K13.1K13.1K13.1K14K
Empiricus · EMPIRICUS TECH SELECTTrimmed12.7K34.6K34.6K38.9K––
Banco Bradesco · BRAM LONG BIASEDAdded12.6K10.2K10.2K10.2K10.2K5.1K
Safra · SAFRA GALILEO MASTERTrimmed9.7K10.9K––––
ACE Capital · ACE CAPITAL ABSOLUTO MASTERHeld8.9K8.9K8.9K8.9K13.8K14.1K
Franklin Templeton Brasil · FRANKLIN VALOR E LIQUIDEZ FVLTrimmed7.9K10.7K8.4K7.4K7.2K7.2K
XP Allocation · TREND INTELIGENCIA ARTIFICIALHeld7.6K7.7K9.7K10.6K11.7K11.4K
Safra · SAFRA EXPLORER PLUS MASTER FUNDO DE INVEST FINANCEIROTrimmed7.2K9.1K8.4K4.3K4.3K4.3K
Norte · NORTE LONG ONLY MASTERTrimmed5.3K5.7K4K–––
Safra · SAFRA PREV MULTI ESTRATEGIA MASTERNew489–––––

Funds holding it

All CVM funds
Oct
Nov
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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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