AGDI
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Absolute Gestao de Investimentos’s TSMC TSM Stock Holding History

Absolute Gestao de Investimentos’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.16M Buy
21,190
+12,190
+135% +$4.19M 0.82% 26
2025
Q4 		$2.74M Buy
+9,000
New +$2.64M 0.29% 20
2025
Q3 		– Sell
-12,126
Closed -$2.75M – 82
2025
Q2 		$2.75M Sell
12,126
-23,874
-66% -$4.42M 0.88% 13
2025
Q1 		$5.98M Buy
36,000
+29,517
+455% +$5.74M 2.53% 10
2024
Q4 		$1.28M Sell
6,483
-67,587
-91% -$13.1M 0.54% 21
2024
Q3 		$12.9M Buy
74,070
+33,500
+83% +$5.71M 4.22% 11
2024
Q2 		$7.05M Buy
+40,570
New +$6.15M 3.65% 8

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Absolute Gestao de Investimentos's TSM Position: Q1 2026 in Review

Absolute Gestao de Investimentos increased its TSMC (TSM) stake by 135% in Q1 2026, buying an estimated $4.19M and bringing the position to 21,190 shares worth $7.16M. The position accounts for 0.82% of the portfolio, ranked #26.

Absolute Gestao de Investimentos first reported a position in TSM in Q2 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q3 2024. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Absolute Gestao de Investimentos held 21,190 shares of TSMC worth $7.16M as of Q1 2026.
  • Absolute Gestao de Investimentos bought 12,190 TSMC shares in Q1 2026, an estimated $4.19M.
  • TSMC made up 0.82% of Absolute Gestao de Investimentos's portfolio in Q1 2026, its #26 holding.
  • Absolute Gestao de Investimentos first reported a position in TSMC in Q2 2024 and has held it in 7 quarters since.
  • Absolute Gestao de Investimentos's TSMC position peaked at $12.9M in Q3 2024.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Absolute Gestao de Investimentos's 13F filing for Q1 2026, filed 15 May 2026.