Gavea Investimentos Ltda Buys The Walt Disney Co, Taiwan Semiconductor Manufacturing Co, TripAdvisor Inc, Sells StoneCo, iShares MSCI Emerging Markets ETF, Vale SA

• New Purchases: DIS, TSM, TRIP, BKNG, NXPI, MSFT,
• Reduced Positions: VALE,
• Sold Out: STNE, EEM, GOOGL,

For the details of GAVEA INVESTIMENTOS LTDA's stock buys and sells, go to https://www.gurufocus.com/guru/gavea+investimentos+ltda/current-portfolio/portfolioportfolio

1. Vale SA (VALE) - 711,830 shares, 25.14% of the total portfolio. Shares reduced by 54.97%
2. The Walt Disney Co (DIS) - 59,761 shares, 21.93% of the total portfolio. New Position
3. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 170,000 shares, 17.50% of the total portfolio. New Position
4. TripAdvisor Inc (TRIP) - 110,195 shares, 13.40% of the total portfolio. New Position
5. Booking Holdings Inc (BKNG) - 2,200 shares, 10.84% of the total portfolio. New Position

Gavea Investimentos Ltda initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $138.52. The impact to a portfolio due to this purchase was 21.93%. The holding were 59,761 shares as of .

Gavea Investimentos Ltda initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $37.65 and $45.42, with an estimated average price of $41.18. The stock is now traded at around $41.40. The impact to a portfolio due to this purchase was 17.5%. The holding were 170,000 shares as of .

Gavea Investimentos Ltda initiated holding in TripAdvisor Inc. The purchase prices were between $42.27 and $56.22, with an estimated average price of $48.73. The stock is now traded at around $42.68. The impact to a portfolio due to this purchase was 13.4%. The holding were 110,195 shares as of .

Gavea Investimentos Ltda initiated holding in Booking Holdings Inc. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1917.78. The impact to a portfolio due to this purchase was 10.84%. The holding were 2,200 shares as of .

Gavea Investimentos Ltda initiated holding in NXP Semiconductors NV. The purchase prices were between $88.16 and $108.08, with an estimated average price of $96.88. The stock is now traded at around $99.88. The impact to a portfolio due to this purchase was 10.26%. The holding were 40,000 shares as of .

Gavea Investimentos Ltda initiated holding in Microsoft Corp. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $137.72. The impact to a portfolio due to this purchase was 0.18%. The holding were 526 shares as of .

Gavea Investimentos Ltda sold out a holding in StoneCo Ltd. The sale prices were between $24.69 and $42.93, with an estimated average price of $29.32.

Gavea Investimentos Ltda sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $39.61 and $44.25, with an estimated average price of $42.18.

Gavea Investimentos Ltda sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.