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Genoa Capital Gestora de Recursos’s TSMC TSM Stock Holding History

Genoa Capital Gestora de Recursos’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 		$17.7M Buy
37,080
+16,035
+76% +$6.51M 3.21% 9
2026
Q1 		$7.11M Sell
21,045
-20,361
-49% -$7.01M 5.48% 7
2025
Q4 		$12.6M Buy
+41,406
New +$12.1M 5.75% 9

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Genoa Capital Gestora de Recursos's TSM Position: Q2 2026 in Review

Genoa Capital Gestora de Recursos increased its TSMC (TSM) stake by 76% in Q2 2026, buying an estimated $6.51M and bringing the position to 37,080 shares worth $17.7M. The position accounts for 3.21% of the portfolio, ranked #9.

Genoa Capital Gestora de Recursos first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Genoa Capital Gestora de Recursos held 37,080 shares of TSMC worth $17.7M as of Q2 2026.
  • Genoa Capital Gestora de Recursos bought 16,035 TSMC shares in Q2 2026, an estimated $6.51M.
  • TSMC made up 3.21% of Genoa Capital Gestora de Recursos's portfolio in Q2 2026, its #9 holding.
  • Genoa Capital Gestora de Recursos first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Genoa Capital Gestora de Recursos's 13F filing for Q2 2026, filed 24 Jul 2026.