ATMOS CAPITAL GESTAO DE RECURSOS LTDA.: TAIWAN SEMICONDUCTOR MANUFAC (TSM): Quarterly 13F Position History
As of Q2 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. reported 59,225 shares of TAIWAN SEMICONDUCTOR MANUFAC (TSM), worth $28.3M and representing 3.6% of its 13F equity book. Quarter-over-quarter share count change: + 16,964 (+40.1%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 59,225Shares Held (Latest Filing)
- $28.3MReported Market Value (Latest Filing)
- 3.6%Portfolio Weight (% of 13F Equity Book)
- +16,964Quarter-over-Quarter Share Change
- +$14.0MQuarter-over-Quarter Value Change
- 134,754Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 59,225 | +16,964 | +40.1% | $28.3M | 3.6% | $477.6 |
| Q1 2026 | 42,261 | 49,959 | -54.2% | $14.3M | 2.5% | $337.9 |
| Q4 2025 | 92,220 | +33,384 | +56.7% | $28.0M | 2.3% | $303.9 |
| Q3 2025 | 58,836 | 75,918 | -56.3% | $16.4M | 2.3% | $279.3 |
| Q2 2025 | 134,754 | – | – | $30.5M | 4.7% | $226.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first disclose a TSM position in 13F-HR filings?
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. first reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s most recent quarter-over-quarter share-count change in TSM?
Between Q1 2026 and Q2 2026, ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added 16,964 shares of TSM (+40.1%), bringing the total reported position to 59,225 shares at a market value of $28.3M.
Does the implied price-per-share represent ATMOS CAPITAL GESTAO DE RECURSOS LTDA.'s cost basis in TSM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.