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 Q2	$2.15M	Sell	4,500 -16,690	-79%	-$6.77M	0.22%	28
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Absolute Gestao de Investimentos's TSM Position: Q2 2026 in Review

Absolute Gestao de Investimentos reduced its TSMC (TSM) stake by 79% in Q2 2026, selling an estimated $6.77M and leaving 4,500 shares worth $2.15M. The position accounts for 0.22% of the portfolio, ranked #28.

Absolute Gestao de Investimentos first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.9M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Absolute Gestao de Investimentos held 4,500 shares of TSMC worth $2.15M as of Q2 2026.
Absolute Gestao de Investimentos sold 16,690 TSMC shares in Q2 2026, an estimated $6.77M.
TSMC made up 0.22% of Absolute Gestao de Investimentos's portfolio in Q2 2026, its #28 holding.
Absolute Gestao de Investimentos first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
Absolute Gestao de Investimentos's TSMC position peaked at $12.9M in Q3 2024.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Absolute Gestao de Investimentos's 13F filing for Q2 2026, filed 25 Aug 2026.